X0303 4 2008-12-15 0 0000203248 SOUTHERN UNION CO SUG 0001380705 Marshall Richard N 5444 WESTHEIMER ROAD HOUSTON TX 77056-5306 0 1 0 0 SVP & Chief Financial Officer Common Stock 2926.3354 I 401(k) Plan Common Stock 10454.1575 I Supplemental Deferred Compensation Plan Common Stock 1037.284 D Common Stock 264 D Common Stock (Restricted) 786 D Employee Stock Option (Right to Purchase) 16.8255 2014-02-06 Common Stock 8269 8269 D Employee Stock Option (Right to Purchase) 24.057 2015-07-26 Common Stock 683 683 D Cash Restricted Unitts Common Stock 4053 4053 D Stock Appreciation Rights 28.07 2016-12-28 Common Stock 19299 19299 D Cash Restricted Units Common Stock 5430 5430 D Stock Appreciation Rights 28.48 2017-12-17 Common Stock 38685 38685 D Cash Restricted Units 2008-12-15 4 A 0 23195 A Common Stock 23195 23195 D Stock Appreciation Rights 12.55 2008-12-15 4 A 0 95336 A 2018-12-15 Common Stock 95336 95336 D This information concerns shares held under the Issuer's 401(k) Plan. Information reported herein is based on a plan statement for the reporting period ended December 31, 2007. This information concerns shares held under the Issuer's Supplemental Deferred Compensation Plan. Shares purchased for the plan by the plan trustee are purchased at the sole discretion of the trustee, at such prices as were available in the open market at the time of such purchases. The Reporting Person owns these shares jointly with his spouse; however, the Reporting Person disclaims beneficial ownership in such shares except to the extent of his pecuniary interest therein. The restrictions on 524 shares have expired and are held directly. The restrictions expire on the remaining awarded shares on July 26, 2009. These options vest pursuant to the following schedule: 1,654 on March 1, 2009. The remaining 6,615 shares are currently exercisable. These options vest pursuant to the following schedule: 170 on July 26, 2009. The remaining 513 shares are currently exercisable. The cash restricted units awarded on December 28, 2006 ("Grant Date 2006") permit the recipient to receive, on predetermined dates upon expiration of applicable restrictions, cash in an amount equal to a specified number of shares of the Company?s common stock valued at the closing price of the Company?s common stock on such dates. Restrictions on each award will expire in equal annual installments on the first, second and third anniversaries of Grant Date 2006. To date, restrictions have lapsed on 2,026 restrictions. Stock appreciation rights ("SARs") will be settled in shares of common stock at an exercise price of $28.07 per share, which was equal to the closing price on Grant Date 2006. The award will vest in equal annual installments on the first, second and third anniversaries of Grant Date 2006. As such, 6,433 SARs are currently exercisable. The cash restricted units awarded on December 17, 2007 ("Grant Date 2007") permit the recipient to receive, on predetermined dates upon expiration of applicable restrictions, cash in an amount equal to a specified number of shares of the Company?s common stock valued at the closing price of the Company?s common stock on such dates. Restrictions on each award will expire in equal annual installments on the first, second and third anniversaries of Grant Date 2007. To date, restrictions have lapsed on 2,714 units. Stock appreciation rights will be settled in shares of common stock at an exercise price of $28.48 per share, which was equal to the closing price on Grant Date 2007. The award will vest in equal annual installments on the first, second and third anniversaries of Grant Date 2007. As such, 2,895 SARs are currently exercisable. The cash restricted units awarded on December 15, 2008 ("Grant Date 2008") permit the recipient to receive, on predetermined dates upon expiration of applicable restrictions, cash in an amount equal to a specified number of shares of the Company?s common stock valued at the closing price of the Company?s common stock on such dates. Restrictions on each award expire in equal annual installments on the first, second and third anniversaries of Grant Date 2008. Stock appreciation rights will be settled in shares of common stock at an exercise price of $12.55 per share, which was equal to the closing price on Grant Date 2008. The award vests in equal annual installments on the first, second and third anniversaries of Grant Date 2008. Robert M. Kerrigan, III for Richard N. Marshall 2008-12-17