Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BECTON DICKINSON & COBDX · Entity 2498 | Director | January 27, 2026 | January 29, 2026 |
| NUCOR CORPNUE · Entity 3010 | Director | June 01, 2017 | June 05, 2017 |
| Phillips 66PSX · Entity 2915 | Director | January 15, 2026 | January 20, 2026 |
| RTX CorpRTX · Entity 2823 | Director · Executive Chairman | February 15, 2025 | February 19, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BECTON DICKINSON & CO
Report date January 27, 2026 · Filed January 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,159 |
Reported balance
After 2026-01-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-27 · Grant · Acquired 1,098 · Balance 7,159 F1: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. F2: Includes units acquired through dividend investment since the last report filed by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan.
F2: Includes units acquired through dividend investment since the last report filed by the reporting person.
NUCOR CORP
Report date June 01, 2017 · Filed June 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,994 |
Reported balance
After 2017-06-01 transaction · row 1
1 source rowRow 1 · 2017-06-01 · Grant · Acquired 2,370 · Balance 14,994 F1: The shares of common stock reported are issuable to the reporting person or, if applicable, to his or her estate, as soon as administratively practicable after the termination of the reporting person's service on the board of directors. The restricted stock units vest immediately upon grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of common stock reported are issuable to the reporting person or, if applicable, to his or her estate, as soon as administratively practicable after the termination of the reporting person's service on the board of directors. The restricted stock units vest immediately upon grant.
Phillips 66
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,419.621 |
Reported balance
After 2026-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 1,423 · Balance 31,419.621 F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026. F3: Includes 12,819.6206 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis.
F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026.
F3: Includes 12,819.6206 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11.
RTX Corp
Report date February 15, 2025 · Filed February 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 523,423 |
Ending reported balance
After 2025-02-19 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-02-15 · Grant · Acquired 107,030 · Balance 630,453 F1: The acquisition of shares of RTX Common Stock represents the vesting of performance share units (PSUs) awarded to the reporting person on February 15, 2022, under the RTX Long-Term Incentive Plan. Each PSU has a value equal to one share of RTX Common Stock. These PSUs vested solely upon achievement of pre-established performance goals for RTX's return on invested capital, earnings per share growth, and total shareholder return relative to the S&P 500 and aerospace & defense peer companies over a three-year performance period, which ended on December 31, 2024. The performance criteria were satisfied at the 110% level. Row 2 · 2025-02-15 · Tax withholding · Disposed 48,662 · Balance 581,791 Row 3 · 2025-02-19 · Sale · Disposed 58,368 · Balance 523,423 F2: The reported price is based on a weighted average of multiple same-day transactions with prices ranging from $125.24 to $125.57 per share. Full information regarding the number of shares sold at each separate price is available to the Securities and Exchange Commission, the Issuer or any security holder of the Issuer upon request. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 0 |
Reported balance
After 2025-02-19 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2025-02-19 · Sale · Disposed 43,300 · Balance 0 F3: The reported price is based on a weighted average of multiple same-day transactions with prices ranging from $125.00 to $125.31 per share. Full information regarding the number of shares sold at each separate price is available to the Securities and Exchange Commission, the Issuer or any security holder of the Issuer upon request. |
| Common StockSEC Table I · non-derivative | IndirectBy Children's Trust Accounts | 1,096 |
Reported balance
Holding disclosure · report date 2025-02-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,096 |
| Common StockSEC Table I · non-derivative | IndirectBy Savings Plan Trustee | 12,973 |
Reported balance
Holding disclosure · report date 2025-02-15 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 12,973 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 874 |
Reported balance
Holding disclosure · report date 2025-02-15 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 874 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's Savings Plan Account | 2,899 |
Reported balance
Holding disclosure · report date 2025-02-15 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 2,899 |
Filing footnotes · ownership attribution and instrument terms
F1: The acquisition of shares of RTX Common Stock represents the vesting of performance share units (PSUs) awarded to the reporting person on February 15, 2022, under the RTX Long-Term Incentive Plan. Each PSU has a value equal to one share of RTX Common Stock. These PSUs vested solely upon achievement of pre-established performance goals for RTX's return on invested capital, earnings per share growth, and total shareholder return relative to the S&P 500 and aerospace & defense peer companies over a three-year performance period, which ended on December 31, 2024. The performance criteria were satisfied at the 110% level.
F2: The reported price is based on a weighted average of multiple same-day transactions with prices ranging from $125.24 to $125.57 per share. Full information regarding the number of shares sold at each separate price is available to the Securities and Exchange Commission, the Issuer or any security holder of the Issuer upon request.
F3: The reported price is based on a weighted average of multiple same-day transactions with prices ranging from $125.00 to $125.31 per share. Full information regarding the number of shares sold at each separate price is available to the Securities and Exchange Commission, the Issuer or any security holder of the Issuer upon request.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 27, 2026 Filed Jan 29, 2026 14:54 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 1,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-004013 · wk-form4_1769698476.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,159 F1 · shares: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. F2 · balance_after: Includes units acquired through dividend investment since the last report filed by the reporting person. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 17:13 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,423 | $140.56 | $200,016.88 |
DisclosureSEC source: 0001225946-26-000002 · wk-form4_1768947203.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,419.621 F1 · shares: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026. F3 · balance_after: Includes 12,819.6206 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 16:46 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 93 | $138.77 | $12,905.61 |
DisclosureSEC source: 0001225946-25-000014 · wk-form4_1764711957.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,899.8108 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of Phillips 66's common stock on December 1, 2025. F3 · balance_after: Includes 11,299.8108 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| November 03, 2025 Filed Nov 4, 2025 16:47 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 94 | $136.76 | $12,854.97 |
DisclosureSEC source: 0001225946-25-000012 · wk-form4_1762292846.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,806.8108 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of Phillips 66's common stock on November 3, 2025. F3 · balance_after: Includes 11,206.8108 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 16:56 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 95 | $135.34 | $12,857.30 |
DisclosureSEC source: 0001225946-25-000010 · wk-form4_1759438605.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,712.8108 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of Phillips 66's common stock on October 1, 2025. F3 · balance_after: Includes 11,112.8108 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 17:28 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 97 | $132.98 | $12,899.30 |
DisclosureSEC source: 0001225946-25-000007 · wk-form4_1756934935.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,617.8108 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on September 2, 2025. F3 · balance_after: Includes 11,017.8108 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 14, 2025 Filed Aug 14, 2025 17:27 UTC | Phillips 66 PSX · Entity 2915 | PurchaseCommon Stock | 8,350 | $119.90 | $1,001,165.00 |
DisclosureSEC source: 0001225946-25-000005 · wk-form4_1755206862.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,423.1347 F1 · balance_after: Includes 10,823.1347 Restricted Stock Units that convert to Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 11, 2025 Filed Aug 11, 2025 20:15 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | PurchaseCommon Stock | 5,250 | $191.57 | $1,005,742.50 |
DisclosureSEC source: 0000010795-25-000081 · wk-form4_1754943349.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,046 Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 17:52 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 107 | $120.78 | $12,923.19 |
DisclosureSEC source: 0001534701-25-000145 · wk-form4_1754344333.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,073.1347 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on August 1, 2025. F3 · balance_after: Includes 10,823.1347 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 18:01 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 106 | $121.65 | $12,894.64 |
DisclosureSEC source: 0001534701-25-000129 · wk-form4_1751580111.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,966.1347 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on July 1, 2025. F3 · balance_after: Includes 10,716.1347 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 18:51 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 114 | $113.27 | $12,912.21 |
DisclosureSEC source: 0001534701-25-000100 · wk-form4_1749077511.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,860.1347 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on June 2, 2025. F3 · balance_after: Includes 10,610.1347 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| May 01, 2025 Filed May 5, 2025 18:00 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 124 | $104.53 | $12,961.72 |
DisclosureSEC source: 0001534701-25-000096 · wk-form4_1746482425.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,636.0979 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on May 1, 2025. F3 · balance_after: Includes 10,386.0979 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 17:49 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 105 | $122.59 | $12,871.43 |
DisclosureSEC source: 0001534701-25-000084 · wk-form4_1743716955.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,512.0979 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on April 1, 2025. F3 · balance_after: Includes 10,262.0979 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| March 26, 2025 Filed Mar 27, 2025 20:33 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 796 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006409 · form4.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 796 F1 · shares: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 18:00 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 102 | $127.80 | $13,035.60 |
DisclosureSEC source: 0001534701-25-000078 · wk-form4_1741129213.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,311.2121 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on March 3, 2025. F3 · balance_after: Includes 10,061.2121 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| February 19, 2025 Filed Feb 19, 2025 22:28 UTC | RTX Corp RTX · Entity 2823 | SaleCommon Stock | 43,300 | $125.18 | $5,420,107.81 |
DisclosureSEC source: 0001225208-25-001995 · doc4.xml · nonDerivative · entry 4 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 0 F3 · price: The reported price is based on a weighted average of multiple same-day transactions with prices ranging from $125.00 to $125.31 per share. Full information regarding the number of shares sold at each separate price is available to the Securities and Exchange Commission, the Issuer or any security holder of the Issuer upon request. Read SEC document |
| February 19, 2025 Filed Feb 19, 2025 22:28 UTC | RTX Corp RTX · Entity 2823 | SaleCommon Stock | 58,368 | $125.36 | $7,317,041.66 |
DisclosureSEC source: 0001225208-25-001995 · doc4.xml · nonDerivative · entry 3 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 523,423 F2 · price: The reported price is based on a weighted average of multiple same-day transactions with prices ranging from $125.24 to $125.57 per share. Full information regarding the number of shares sold at each separate price is available to the Securities and Exchange Commission, the Issuer or any security holder of the Issuer upon request. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 22:28 UTC | RTX Corp RTX · Entity 2823 | Tax withholdingCommon Stock | 48,662 | $122.41 | $5,956,715.42 |
DisclosureSEC source: 0001225208-25-001995 · doc4.xml · nonDerivative · entry 2 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 581,791 Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 22:28 UTC | RTX Corp RTX · Entity 2823 | GrantCommon Stock | 107,030 | $122.41 | $13,101,542.30 |
DisclosureSEC source: 0001225208-25-001995 · doc4.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 630,453 F1 · shares: The acquisition of shares of RTX Common Stock represents the vesting of performance share units (PSUs) awarded to the reporting person on February 15, 2022, under the RTX Long-Term Incentive Plan. Each PSU has a value equal to one share of RTX Common Stock. These PSUs vested solely upon achievement of pre-established performance goals for RTX's return on invested capital, earnings per share growth, and total shareholder return relative to the S&P 500 and aerospace & defense peer companies over a three-year performance period, which ended on December 31, 2024. The performance criteria were satisfied at the 110% level. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 18:12 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 111 | $116.82 | $12,967.02 |
DisclosureSEC source: 0001534701-25-000037 · wk-form4_1738710714.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,209.2121 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 3, 2025. F3 · balance_after: Includes 9,959.2121 RSUs, including shares acquired through routine dividend transactions that are exempt under rule 16a-11. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 17:56 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,684 | $118.78 | $200,020.30 |
DisclosureSEC source: 0001534701-25-000029 · wk-form4_1737154596.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,098.2121 F1 · shares: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 15, 2025. F3 · balance_after: Includes 9,848.2121 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 18:13 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 113 | $114.66 | $12,956.86 |
DisclosureSEC source: 0001534701-25-000003 · wk-form4_1735946013.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,414.2121 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 2, 2025. F3 · balance_after: Includes 8,164.2121 RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 18:12 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 97 | $134.31 | $13,027.59 |
DisclosureSEC source: 0001534701-24-000170 · wk-form4_1733353923.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,301.2121 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on December 2, 2024. F3 · balance_after: Includes 8,051.2121 RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 18:04 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 107 | $121.40 | $12,989.27 |
DisclosureSEC source: 0001534701-24-000168 · wk-form4_1730761475.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,136.6816 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on November 1, 2024. F3 · balance_after: Includes 7,886.6816 RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 18:57 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 95 | $131.72 | $12,512.93 |
DisclosureSEC source: 0001534701-24-000148 · wk-form4_1727909828.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,029.6814 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on October 1, 2024. F3 · balance_after: Includes 7,779.6814 RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 19:24 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 83 | $136.00 | $11,287.59 |
DisclosureSEC source: 0001534701-24-000137 · wk-form4_1725487751.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,934.6814 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on September 3, 2024. F3 · balance_after: Includes 7,684.6814 RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 17:21 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 79 | $143.60 | $11,344.40 |
DisclosureSEC source: 0001534701-24-000133 · wk-form4_1722633691.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,787.9391 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on August 1, 2024. F3 · balance_after: Includes 7,537.9391 RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Exercise / conversionStock Appreciation Right · Derivative | 128,541 | $0.00 Strike: $82.35 | $0.00 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · derivative · entry 22 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 128,541 shares Expires 2027-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Exercise / conversionStock Appreciation Right · Derivative | 271,521 | $0.00 Strike: $76.00 | $0.00 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · derivative · entry 21 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 271,521 shares Expires 2028-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | SaleCommon Stock | 96,287 | $117.75 | $11,337,755.74 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 16 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 566,723 F3 · price: The reported price is based on a weighted average of multiple same-day transactions with prices ranging from $117.6706 to $117.8900 per share. Full information regarding the number of shares sold at each separate price is available to the Securities and Exchange Commission, the Issuer or any security holder of the Issuer upon request. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | SaleCommon Stock | 38,600 | $117.70 | $4,543,181.40 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 15 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 663,010 F2 · price: The reported price is based on a weighted average of multiple same-day transactions with prices ranging from $117.6603 to $117.7350 per share. Full information regarding the number of shares sold at each separate price is available to the Securities and Exchange Commission, the Issuer or any security holder of the Issuer upon request. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Disposition to issuerCommon Stock | 37,453 | $117.72 | $4,408,967.16 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 14 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 701,610 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Disposition to issuerCommon Stock | 32,282 | $117.71 | $3,799,914.22 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 13 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 739,063 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Disposition to issuerCommon Stock | 32,260 | $117.79 | $3,799,905.40 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 12 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771,345 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Disposition to issuerCommon Stock | 32,258 | $117.80 | $3,799,992.40 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 11 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 803,605 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Disposition to issuerCommon Stock | 17,506 | $117.60 | $2,058,705.60 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 10 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 835,863 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Disposition to issuerCommon Stock | 17,492 | $117.69 | $2,058,633.48 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 9 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 853,369 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Disposition to issuerCommon Stock | 17,490 | $117.71 | $2,058,747.90 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 8 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 870,861 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Disposition to issuerCommon Stock | 16,146 | $117.67 | $1,899,899.82 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 7 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 888,351 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Disposition to issuerCommon Stock | 16,139 | $117.72 | $1,899,883.08 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 6 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 904,497 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Disposition to issuerCommon Stock | 16,135 | $117.75 | $1,899,896.25 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 5 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 920,636 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Disposition to issuerCommon Stock | 16,123 | $117.84 | $1,899,934.32 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 4 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 936,771 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Disposition to issuerCommon Stock | 13,891 | $117.74 | $1,635,526.34 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 3 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 952,894 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Exercise / conversionCommon Stock | 128,541 | $82.35 | $10,585,351.35 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 2 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 966,785 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The Stock Appreciation Rights (SARs) were settled in shares in accordance with the terms of the award. For Section 16 reporting purposes, the exercise of SARs for stock is treated as an exempt acquisition of the shares underlying the SARs at the exercise price per share specified in the award of SARs and a simultaneous sale back to the issuer of a number of the underlying shares having a value, based on the market price of the issuer's stock on the date of the exercise, equal to the product of the number of underlying SARs times the exercise price per share. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:11 UTC | RTX Corp RTX · Entity 2823 | Exercise / conversionCommon Stock | 271,521 | $76.00 | $20,635,596.00 |
DisclosureSEC source: 0001225208-24-007776 · doc4.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 838,244 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The Stock Appreciation Rights (SARs) were settled in shares in accordance with the terms of the award. For Section 16 reporting purposes, the exercise of SARs for stock is treated as an exempt acquisition of the shares underlying the SARs at the exercise price per share specified in the award of SARs and a simultaneous sale back to the issuer of a number of the underlying shares having a value, based on the market price of the issuer's stock on the date of the exercise, equal to the product of the number of underlying SARs times the exercise price per share. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 18:23 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 80 | $141.18 | $11,294.00 |
DisclosureSEC source: 0001534701-24-000125 · wk-form4_1719958976.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,708.9391 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on July 1, 2024. F3 · balance_after: Includes 7,458.939 RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 18:58 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 81 | $140.14 | $11,350.94 |
DisclosureSEC source: 0001534701-24-000117 · wk-form4_1717541893.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,628.9391 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on June 3, 2024. F3 · balance_after: Includes 7,378.939 RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| May 01, 2024 Filed May 2, 2024 18:43 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 80 | $141.47 | $11,317.60 |
DisclosureSEC source: 0001534701-24-000106 · wk-form4_1714689787.xml · nonDerivative · entry 1 HAYES GREGORY · CIK 0001225946 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,488.537 F1 · shares: The reporting person elected to receive Restricted Stock Units (RSUs) in lieu of his annual cash retainer, which retainer is paid in monthly installments. RSUs convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on May 1, 2024. F3 · balance_after: Includes 7,238.537 RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 21:06 UTC | RTX Corp RTX · Entity 2823 | Exercise / conversionStock Appreciation Right · Derivative | 224,734 | $0.00 Strike: $71.01 | $0.00 |
DisclosureSEC source: 0001225208-24-005339 · doc4.xml · derivative · entry 17 HAYES GREGORY · CIK 0001225946 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 224,734 shares Expires 2026-01-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 21:06 UTC | RTX Corp RTX · Entity 2823 | Exercise / conversionStock Appreciation Right · Derivative | 140,884 | $0.00 Strike: $85.47 | $0.00 |
DisclosureSEC source: 0001225208-24-005339 · doc4.xml · derivative · entry 16 HAYES GREGORY · CIK 0001225946 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 140,884 shares Expires 2025-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.