Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APA CorpAPA · Entity 3342 | Director | August 22, 2022 | August 23, 2022 |
| APACHE CORPAPA · Entity 92860 | Director | February 22, 2021 | February 23, 2021 |
| CONOCOPHILLIPSCOP · Entity 658 | Executive Vice President | July 17, 2008 | July 21, 2008 |
| Phillips 66PSX · Entity 2915 | Director | January 15, 2025 | January 17, 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.
APA Corp
Report date August 22, 2022 · Filed August 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 97,209 |
Reported balance
After 2022-08-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-08-22 · Other · Acquired 329 · Balance 97,209 F1: One share of APA common stock for each phantom stock unit. F2: Exempt acquisition pursuant to Rule 16b-3(d) - accrued under the deferred compensation provisions of APA's Outside Directors Deferral Program. |
Filing footnotes · ownership attribution and instrument terms
F1: One share of APA common stock for each phantom stock unit.
F2: Exempt acquisition pursuant to Rule 16b-3(d) - accrued under the deferred compensation provisions of APA's Outside Directors Deferral Program.
APACHE CORP
Report date February 22, 2021 · Filed February 23, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 77,906 |
Reported balance
After 2021-02-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-02-22 · Other · Acquired 102 · Balance 77,906 F1: One share of Apache common stock for each phantom stock unit. F2: Exempt acquisition pursuant to Rule 16b-3(d) - accrued under the deferred compensation provisions of Apache's Outside Directors Deferred Program. |
Filing footnotes · ownership attribution and instrument terms
F1: One share of Apache common stock for each phantom stock unit.
F2: Exempt acquisition pursuant to Rule 16b-3(d) - accrued under the deferred compensation provisions of Apache's Outside Directors Deferred Program.
CONOCOPHILLIPS
Report date July 17, 2008 · Filed July 21, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 302.611 |
Reported balance
After 2008-07-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2008-07-17 · Grant · Acquired 302.611 · Balance 302.611 F1: The shares of phantom stock convert to ConocoPhillips common stock on a 1-for-1 basis. F2: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). F3: Includes units acquired through routine dividend transactions that are exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of phantom stock convert to ConocoPhillips common stock on a 1-for-1 basis.
F2: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c).
F3: Includes units acquired through routine dividend transactions that are exempt under Rule 16a-11.
Phillips 66
Report date January 15, 2025 · Filed January 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,474.5791 |
Reported balance
After 2025-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-01-15 · Grant · Acquired 1,684 · Balance 83,474.5791 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 the Company's stock on January 15, 2025. F3: Includes 43,474.5791 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 the Company's stock on January 15, 2025.
F3: Includes 43,474.5791 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11.
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 |
|---|---|---|---|---|---|---|
| December 22, 2003 Filed Dec 24, 2003 17:59 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionCommon Stock | 6,828 | $46.88 | $320,096.64 |
DisclosureSEC source: 0001234248-03-000003 · edgar.xml · nonDerivative · entry 2 LOWE JOHN E · CIK 0001234262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,595 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 22, 2003 Filed Dec 24, 2003 17:59 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionCommon Stock | 3,545 | $46.29 | $164,098.05 |
DisclosureSEC source: 0001234248-03-000003 · edgar.xml · nonDerivative · entry 1 LOWE JOHN E · CIK 0001234262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,770 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 18, 2003 Filed Dec 19, 2003 22:08 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantPhantom Stock · Derivative | 2.558 | $63.97 | $163.64 |
DisclosureSEC source: 0001234266-03-000131 · edgar.xml · derivative · entry 1 LOWE JOHN E · CIK 0001234262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,127.038 Underlying: Common Stock · 2.558 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). F2 · derivative.expiration_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). Read SEC document |
| November 20, 2003 Filed Nov 24, 2003 22:54 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantPhantom Stock · Derivative | 2.861 | $57.20 | $163.65 |
DisclosureSEC source: 0001234266-03-000117 · edgar.xml · derivative · entry 1 LOWE JOHN E · CIK 0001234262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,116.232 Underlying: Common Stock · 2.861 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). F2 · derivative.expiration_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). Read SEC document |
| October 20, 2003 Filed Oct 22, 2003 18:00 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantPhantom Stock · Derivative | 2.835 | $57.69 | $163.55 |
DisclosureSEC source: 0001234266-03-000103 · edgar.xml · derivative · entry 1 LOWE JOHN E · CIK 0001234262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113.371 Underlying: Common Stock · 2.835 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). F2 · derivative.expiration_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). Read SEC document |
| September 19, 2003 Filed Sep 23, 2003 21:55 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantPhantom Stock · Derivative | 2.915 | $56.12 | $163.59 |
DisclosureSEC source: 0001234266-03-000063 · edgar.xml · derivative · entry 1 LOWE JOHN E · CIK 0001234262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,110.536 Underlying: Common Stock · 2.915 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). F2 · derivative.expiration_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). Read SEC document |
| September 02, 2003 Filed Sep 4, 2003 21:19 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantPhantom Stock · Derivative | 7.726 | $56.72 | $438.22 |
DisclosureSEC source: 0001234266-03-000051 · edgar.xml · derivative · entry 1 LOWE JOHN E · CIK 0001234262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,107.621 Underlying: Common Stock · 7.726 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). F2 · derivative.expiration_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantPhantom Stock · Derivative | 3.005 | $54.64 | $164.19 |
DisclosureSEC source: 0001234266-03-000035 · edgar.xml · derivative · entry 1 LOWE JOHN E · CIK 0001234262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,099.895 Underlying: Common Stock · 3.005 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). F2 · derivative.expiration_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). Read SEC document |
| July 21, 2003 Filed Jul 23, 2003 23:00 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantPhantom Stock · Derivative | 46.65 | $53.59 Strike: $0.00 | $2,499.97 |
DisclosureSEC source: 0001234266-03-000024 · edgar.xml · derivative · entry 1 LOWE JOHN E · CIK 0001234262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,096.89 Underlying: Common Stock · 46.65 shares Expires 1988-08-08 F1 · derivative.exercise_price: The shares of phantom stock convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). F2 · derivative.expiration_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). Read SEC document |
| June 02, 2003 Filed Jun 4, 2003 19:27 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantPhantom Stock · Derivative | 7.591 | $54.94 Strike: $0.00 | $417.05 |
DisclosureSEC source: 0001234250-03-000036 · edgar.xml · derivative · entry 1 LOWE JOHN E · CIK 0001234262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050.24 Underlying: Common Stock · 7.591 shares Expires 1988-08-08 F1 · derivative.exercise_price: The shares of phantom stock convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). F2 · derivative.expiration_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). 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.