Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Air Products & Chemicals, Inc.APD · Entity 2983 | Director | December 31, 2025 | January 05, 2026 |
| C3.ai, Inc.AI · Entity 2413 | Director | October 02, 2024 | October 04, 2024 |
| Kosmos Energy Ltd.KOS · Entity 4605 | Director | June 09, 2021 | June 10, 2021 |
| PENSKE AUTOMOTIVE GROUP, INC.PAG · Entity 1680 | Director | September 01, 2026 | September 03, 2026 |
| Phillips 66PSX · Entity 2915 | Director | August 10, 2026 | August 11, 2026 |
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.
Air Products & Chemicals, Inc.
Report date December 31, 2025 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,608.3296 |
Reported balance
After 2025-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-31 · Grant · Acquired 25.7635 · Balance 3,608.3296 F1: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2: Not applicable to this security F3: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan.
F2: Not applicable to this security
F3: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance.
C3.ai, Inc.
Report date October 02, 2024 · Filed October 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.89 · Expires 2034-10-01 | Direct | 23,642 |
Reported balance
After 2024-10-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-10-02 · Grant · Acquired 23,642 · Balance 23,642 F1: Provided the Reporting Person remains a director of the Company and attends in person the regularly scheduled meeting of the Board during each fiscal quarter, commencing on October 2, 2024 (the "Vesting Commencement Date"), then 5% of the shares subject to the option shall vest on the last day of such fiscal quarter (the "Quarterly Shares") during the term of the option, provided, however, if the Reporting Person fails to attend any such regularly scheduled meeting, then vesting for the Quarterly Shares shall not occur and will be suspended (any such suspended Quarterly Shares being referred to collectively as the "Suspended Shares"). For any Suspended Shares, if any, equal to 5% of the shares subject to the option shall vest only following the fifth anniversary of the Vesting Commencement Date, if the Reporting Person satisfies the attendance requirements in subsequent periods. |
Filing footnotes · ownership attribution and instrument terms
F1: Provided the Reporting Person remains a director of the Company and attends in person the regularly scheduled meeting of the Board during each fiscal quarter, commencing on October 2, 2024 (the "Vesting Commencement Date"), then 5% of the shares subject to the option shall vest on the last day of such fiscal quarter (the "Quarterly Shares") during the term of the option, provided, however, if the Reporting Person fails to attend any such regularly scheduled meeting, then vesting for the Quarterly Shares shall not occur and will be suspended (any such suspended Quarterly Shares being referred to collectively as the "Suspended Shares"). For any Suspended Shares, if any, equal to 5% of the shares subject to the option shall vest only following the fifth anniversary of the Vesting Commencement Date, if the Reporting Person satisfies the attendance requirements in subsequent periods.
Kosmos Energy Ltd.
Report date June 09, 2021 · Filed June 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 143,162 |
Reported balance
After 2021-06-09 transaction · row 1
1 source rowRow 1 · 2021-06-09 · Grant · Acquired 51,830 · Balance 143,162 F1: These restricted share units were granted under the Issuer's Long Term Incentive Plan (the "Plan") and are scheduled to vest 100% on the earlier of June 9, 2022 or the day immediately preceding the date of the Issuer's first annual shareholder meeting following the date of grant, subject to the terms of the Plan and the applicable award agreement issued thereunder. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted share units were granted under the Issuer's Long Term Incentive Plan (the "Plan") and are scheduled to vest 100% on the earlier of June 9, 2022 or the day immediately preceding the date of the Issuer's first annual shareholder meeting following the date of grant, subject to the terms of the Plan and the applicable award agreement issued thereunder.
PENSKE AUTOMOTIVE GROUP, INC.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock Units (Phantom Stock)SEC Table II · derivative / convertible security | Direct | 25,715 |
Reported balance
After 2026-09-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 170 · Balance 25,715 F1: One for one. F4: Price is not relevant to this transaction. F2: These units are exercisable beginning on the reporting person's separation from service to the Company's Board of Directors. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: One for one.
F2: These units are exercisable beginning on the reporting person's separation from service to the Company's Board of Directors.
F3: Not applicable.
F4: Price is not relevant to this transaction.
Phillips 66
Report date August 10, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 5,752 |
Last balance in matching sequence
After 2026-08-10 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-08-10 · Sale · Disposed 1,000 · Balance 6,267 F1: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $206.97 to $207.575. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions set forth in footnotes (1), (3) and (4) were affected. F2: The reporting person and her spouse are the sole beneficiaries of the trust. Row 2 · 2026-08-10 · Sale · Disposed 200 · Balance 6,067 F3: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $207.98 to $208.75. F2: The reporting person and her spouse are the sole beneficiaries of the trust. Row 3 · 2026-08-10 · Sale · Disposed 315 · Balance 5,752 F4: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $208.985 to $208.99. F2: The reporting person and her spouse are the sole beneficiaries of the trust. |
| Common StockSEC Table I · non-derivative | Direct | 1,444.2994 |
Reported balance
Holding disclosure · report date 2026-08-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,444.2994 F5: Includes 1,444.2994 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $206.97 to $207.575. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions set forth in footnotes (1), (3) and (4) were affected.
F2: The reporting person and her spouse are the sole beneficiaries of the trust.
F3: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $207.98 to $208.75.
F4: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $208.985 to $208.99.
F5: Includes 1,444.2994 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 20:16 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 170 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-060467 · wk-form4_1788466582.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,715 Underlying: Common Stock · 170 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service to the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:13 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 315 | $208.99 | $65,830.78 |
DisclosureSEC source: 0001706496-26-000008 · wk-form4_1786479219.xml · nonDerivative · entry 3 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 5,752 F4 · price: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $208.985 to $208.99. F2 · ownership.nature: The reporting person and her spouse are the sole beneficiaries of the trust. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:13 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 200 | $208.37 | $41,673.00 |
DisclosureSEC source: 0001706496-26-000008 · wk-form4_1786479219.xml · nonDerivative · entry 2 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 6,067 F3 · price: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $207.98 to $208.75. F2 · ownership.nature: The reporting person and her spouse are the sole beneficiaries of the trust. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:13 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 1,000 | $207.21 | $207,209.00 |
DisclosureSEC source: 0001706496-26-000008 · wk-form4_1786479219.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 6,267 F1 · price: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $206.97 to $207.575. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions set forth in footnotes (1), (3) and (4) were affected. F2 · ownership.nature: The reporting person and her spouse are the sole beneficiaries of the trust. Read SEC document |
| June 03, 2026 Filed Jun 5, 2026 13:01 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 209 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-041076 · wk-form4_1780664502.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,546 Underlying: Common Stock · 209 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 22:07 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 3,800 | $174.37 | $662,617.40 |
DisclosureSEC source: 0001706496-26-000006 · wk-form4_1773698860.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,701.1768 F1 · price: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $174.33 to $174.51. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. F2 · balance_after: Includes 1,434.1768 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 11:55 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-015806 · wk-form4_1773057299.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,336 Underlying: Common Stock · 223 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 22:07 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,423 | $140.56 | $200,016.88 |
DisclosureSEC source: 0001706496-26-000002 · wk-form4_1768946838.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,490 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 1,423 RSUs. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:15 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 25.7635 | $248.91 Strike: $0.00 | $6,412.79 |
DisclosureSEC source: 0001225208-26-000088 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,608.3296 Underlying: Common Stock · 25.7635 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 21:10 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantCommon Stock | 1,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057945 · wk-form4_1766092223.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,488 Read SEC document |
| December 02, 2025 Filed Dec 4, 2025 21:52 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 214 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-055410 · wk-form4_1764885147.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,113 Underlying: Common Stock · 214 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service to the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 15:45 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 23.5531 | $270.48 Strike: $0.00 | $6,370.64 |
DisclosureSEC source: 0001225208-25-008252 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,582.5661 Underlying: Common Stock · 23.5531 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| September 03, 2025 Filed Sep 5, 2025 12:03 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019849-25-000125 · wk-form4_1757073827.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,900 Underlying: Common Stock · 178 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 12:05 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | SaleCommon Stock | 1,604 | $180.74 | $289,906.96 |
DisclosureSEC source: 0001019849-25-000114 · wk-form4_1755691495.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,529 F1 · price: The transaction was executed in multiple trade prices ranging from $180.735 to $180.77. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: 1,529 of the shares indirectly held were previously held directly. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 14:23 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 22.4208 | $282.35 Strike: $0.00 | $6,330.51 |
DisclosureSEC source: 0001225208-25-006273 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,559.013 Underlying: Common Stock · 22.4208 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| June 03, 2025 Filed Jun 4, 2025 20:37 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019849-25-000071 · wk-form4_1749069465.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,722 Underlying: Common Stock · 189 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 16:25 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 21.2888 | $292.27 Strike: $0.00 | $6,222.08 |
DisclosureSEC source: 0001225208-25-003808 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,536.5922 Underlying: Common Stock · 21.2888 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 11:48 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019849-25-000032 · wk-form4_1741607299.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,533 Underlying: Common Stock · 24,533 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 19:47 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 485.9382 | $329.26 Strike: $0.00 | $160,000.01 |
DisclosureSEC source: 0001225208-25-000848 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,515.3034 Underlying: Common Stock · 485.9382 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 22:56 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,684 | $118.78 | $200,020.30 |
DisclosureSEC source: 0001534701-25-000030 · wk-form4_1737154607.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,067 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. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 16:43 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 18.4603 | $288.69 Strike: $0.00 | $5,329.30 |
DisclosureSEC source: 0001225208-25-000117 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,029.3652 Underlying: Common Stock · 18.4603 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:49 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001019849-24-000164 · wk-form4_1734126559.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,529 Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 21:35 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 173 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019849-24-000140 · wk-form4_1733434512.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,355 Underlying: Common Stock · 173 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| October 02, 2024 Filed Oct 4, 2024 21:31 UTC | C3.ai, Inc. AI · Entity 2413 | GrantStock Option (Right to Buy) · Derivative | 23,642 | $0.00 Strike: $22.89 | $0.00 |
DisclosureSEC source: 0001415889-24-024788 · form4-10042024_091024.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,642 Underlying: Class A Common Stock · 23,642 shares Expires 2034-10-01 F1 · derivative.exercise_date: Provided the Reporting Person remains a director of the Company and attends in person the regularly scheduled meeting of the Board during each fiscal quarter, commencing on October 2, 2024 (the "Vesting Commencement Date"), then 5% of the shares subject to the option shall vest on the last day of such fiscal quarter (the "Quarterly Shares") during the term of the option, provided, however, if the Reporting Person fails to attend any such regularly scheduled meeting, then vesting for the Quarterly Shares shall not occur and will be suspended (any such suspended Quarterly Shares being referred to collectively as the "Suspended Shares"). For any Suspended Shares, if any, equal to 5% of the shares subject to the option shall vest only following the fifth anniversary of the Vesting Commencement Date, if the Reporting Person satisfies the attendance requirements in subsequent periods. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 18:45 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 17.6391 | $300.36 Strike: $0.00 | $5,298.08 |
DisclosureSEC source: 0001225208-24-008920 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,010.9049 Underlying: Common Stock · 17.6391 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| September 04, 2024 Filed Sep 6, 2024 12:55 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 158 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019849-24-000110 · wk-form4_1725627339.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,182 Underlying: Common Stock · 158 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 15:55 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 20.0048 | $263.07 Strike: $0.00 | $5,262.66 |
DisclosureSEC source: 0001225208-24-007143 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,993.2658 Underlying: Common Stock · 20.0048 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| June 04, 2024 Filed Jun 5, 2024 20:39 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 152 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019849-24-000080 · wk-form4_1717619936.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,024 Underlying: Common Stock · 152 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 15:30 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 21.3229 | $242.27 Strike: $0.00 | $5,165.90 |
DisclosureSEC source: 0001225208-24-004710 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,973.261 Underlying: Common Stock · 21.3229 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 13:11 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 133 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019849-24-000047 · wk-form4_1709644293.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,872 Underlying: Common Stock · 133 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 16:26 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 622.1807 | $257.16 Strike: $0.00 | $159,999.99 |
DisclosureSEC source: 0001225208-24-001198 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,951.9381 Underlying: Common Stock · 622.1807 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| January 16, 2024 Filed Jan 19, 2024 01:08 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,524 | $131.31 | $200,116.44 |
DisclosureSEC source: 0001534701-24-000022 · wk-form4_1705626510.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,383 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 16, 2024. Read SEC document |
| December 31, 2023 Filed Jan 2, 2024 19:06 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 14.7731 | $274.23 Strike: $0.00 | $4,051.23 |
DisclosureSEC source: 0001225208-24-000034 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,329.7574 Underlying: Common Stock · 14.7731 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| December 27, 2023 Filed Dec 29, 2023 21:58 UTC | C3.ai, Inc. AI · Entity 2413 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $13.49 | $0.00 |
DisclosureSEC source: 0001209191-23-060013 · doc4.xml · derivative · entry 3 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,349 Underlying: Class A Common Stock · 2,000 shares Expires 2032-10-04 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 · derivative.exercise_date: Provided the Reporting Person remains a director of the Company and attends in person the regularly scheduled meeting of the Board during each fiscal quarter, commencing on October 5, 2022 (the "Vesting Commencement Date"), then 5% of the shares subject to the option shall vest on the last day of such fiscal quarter (the "Quarterly Shares") during the term of the option, provided, however, if the Reporting Person fails to attend any such regularly scheduled meeting, then vesting for the Quarterly Shares shall not occur and will be suspended (any such suspended Quarterly Shares being referred to collectively as the "Suspended Shares"). For any Suspended Shares, such shares shall vest only following the fifth anniversary of the applicable Vesting Commencement Date, if the Reporting Person satisfies the attendance requirements in subsequent periods. Read SEC document |
| December 27, 2023 Filed Dec 29, 2023 21:58 UTC | C3.ai, Inc. AI · Entity 2413 | Tax withholdingClass A Common Stock | 915 | $29.98 | $27,427.13 |
DisclosureSEC source: 0001209191-23-060013 · doc4.xml · nonDerivative · entry 2 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,030 Read SEC document |
| December 27, 2023 Filed Dec 29, 2023 21:58 UTC | C3.ai, Inc. AI · Entity 2413 | Exercise / conversionClass A Common Stock | 2,000 | $13.49 | $26,980.00 |
DisclosureSEC source: 0001209191-23-060013 · doc4.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,945 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 |
| December 13, 2023 Filed Dec 15, 2023 13:48 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantCommon Stock | 1,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001019849-23-000188 · wk-form4_1702648084.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,604 Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 12:41 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 121 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019849-23-000158 · wk-form4_1701780088.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,739 Underlying: Common Stock · 121 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| October 04, 2023 Filed Oct 6, 2023 23:47 UTC | C3.ai, Inc. AI · Entity 2413 | GrantStock Option (Right to Buy) · Derivative | 22,795 | $0.00 Strike: $24.11 | $0.00 |
DisclosureSEC source: 0001209191-23-052380 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,795 Underlying: Class A Common Stock · 22,795 shares Expires 2033-10-03 F1 · derivative.exercise_date: Provided the Reporting Person remains a director of the Company and attends in person the regularly scheduled meeting of the Board during each fiscal quarter, commencing on October 4, 2023 (the "Vesting Commencement Date"), then 5% of the shares subject to the option shall vest on the last day of such fiscal quarter (the "Quarterly Shares") during the term of the option, provided, however, if the Reporting Person fails to attend any such regularly scheduled meeting, then vesting for the Quarterly Shares shall not occur and will be suspended (any such suspended Quarterly Shares being referred to collectively as the "Suspended Shares"). For any Suspended Shares, if any, equal to 5% of the shares subject to the option shall vest only following the fifth anniversary of the effective grant date, if the Reporting Person satisfies the attendance requirements in subsequent periods. Read SEC document |
| September 30, 2023 Filed Oct 2, 2023 14:32 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 14.0365 | $286.87 Strike: $0.00 | $4,026.65 |
DisclosureSEC source: 0001225208-23-009100 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,314.9843 Underlying: Common Stock · 14.0365 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| September 01, 2023 Filed Sep 5, 2023 21:10 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 102 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019849-23-000127 · wk-form4_1693948203.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,618 Underlying: Common Stock · 102 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 14:32 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 13.5806 | $294.75 Strike: $0.00 | $4,002.88 |
DisclosureSEC source: 0001225208-23-007161 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,300.9478 Underlying: Common Stock · 13.5806 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:50 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019849-23-000089 · wk-form4_1685998178.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,516 Underlying: Common Stock · 112 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| May 02, 2023 Filed May 4, 2023 21:12 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | SaleCommon Stock | 2,029 | $140.92 | $285,922.22 |
DisclosureSEC source: 0001019849-23-000071 · wf-form4_168323474835020.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · price: The transaction was executed in multiple trade prices ranging from $140.79 to $140.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.direct: The 2,029 shares sold on May 2, 2023 were previously held directly. Ms. Davis disclaims beneficial ownership of the securities held indirectly, except to the extent of her pecuniary interest, if any, and this report shall not be deemed an admission that she is the beneficial owner of such securities. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 18:30 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 13.171 | $279.72 Strike: $0.00 | $3,684.19 |
DisclosureSEC source: 0001225208-23-004354 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,287.3672 Underlying: Common Stock · 13.171 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security. F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 14:12 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 98 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019849-23-000048 · wf-form4_167785274571659.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,404 Underlying: Common Stock · 98 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| January 26, 2023 Filed Jan 27, 2023 17:06 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 512.7383 | $312.05 Strike: $0.00 | $159,999.99 |
DisclosureSEC source: 0001225208-23-000974 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,274.1962 Underlying: Common Stock · 512.7383 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 23:23 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,929 | $103.69 | $200,008.37 |
DisclosureSEC source: 0001534701-23-000023 · wf-form4_167417057377376.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,859 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 · shares: Pursuant to Ms. Davis' election, the restrictions on the award lapse immediately. F3 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 17, 2023. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 21:34 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 9.1159 | $311.41 Strike: $0.00 | $2,838.78 |
DisclosureSEC source: 0001225208-23-000059 · doc4.xml · derivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,761.4579 Underlying: Common Stock · 9.1159 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 13:38 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantCommon Stock | 2,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001019849-22-000112 · wf-form4_167119786700868.xml · nonDerivative · entry 1 Davis Lisa Ann · CIK 0001706496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,029 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.