person · Reporting owner
Ziemba Lawrence Michael
Disclosed activity across 5 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PBF Energy Inc.PBF · Entity 3588 | Director | April 28, 2026 | April 30, 2026 |
| PLAINS ALL AMERICAN PIPELINE LPPAA · Entity 3291 | Director | June 29, 2026 | June 30, 2026 |
| PLAINS GP HOLDINGS LPPAGP · Entity 3737 | Director | August 13, 2026 | August 17, 2026 |
| Phillips 66PSX · Entity 2915 | Executive VP, Refining | April 04, 2017 | April 05, 2017 |
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.
PBF Energy Inc.
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 21,016 |
Ending reported balance
After 2026-04-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-28 · Grant · Acquired 4,231 · Balance 21,947 F1: Constitutes restricted stock issued under the PBF Energy Inc. 2025 Equity Incentive Plan, as amended. Row 2 · 2026-04-28 · Tax withholding · Disposed 931 · Balance 21,016 |
Filing footnotes · ownership attribution and instrument terms
F1: Constitutes restricted stock issued under the PBF Energy Inc. 2025 Equity Incentive Plan, as amended.
PLAINS ALL AMERICAN PIPELINE LP
Report date June 29, 2026 · Filed June 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-06-29 transaction · row 1
1 source rowRow 1 · 2026-06-29 · Sale · Disposed 2,346 · Balance 0 |
PLAINS GP HOLDINGS LP
Report date August 13, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A SharesSEC Table I · non-derivative | Direct | 95,180 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Exercise / conversion · Acquired 7,400 · Balance 95,180 |
| Phantom Class A SharesSEC Table II · derivative / convertible security · Expires 2026-08-14 | Direct | 0 |
Reported balance
After 2026-08-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-14 · Exercise / conversion · Disposed 7,400 · Balance 0 F1: Phantom Class A shares granted under Long-Term Incentive Plan (includes associated dividend equivalent rights payable in cash). F2: One Class A share is deliverable for each Phantom Class A share that vests. |
| Phantom Class A SharesSEC Table II · derivative / convertible security | Direct | 6,150 |
Reported balance
After 2026-08-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-13 · Grant · Acquired 6,150 · Balance 6,150 F1: Phantom Class A shares granted under Long-Term Incentive Plan (includes associated dividend equivalent rights payable in cash). F2: One Class A share is deliverable for each Phantom Class A share that vests. F3: Upon termination of service as director, other than because of death, disability or retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom Class A shares granted under Long-Term Incentive Plan (includes associated dividend equivalent rights payable in cash).
F2: One Class A share is deliverable for each Phantom Class A share that vests.
F3: Upon termination of service as director, other than because of death, disability or retirement.
Phillips 66
Report date April 04, 2017 · Filed April 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,186 |
Ending reported balance
After 2017-04-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-04-04 · Exercise / conversion · Acquired 14,420 · Balance 41,898 F1: Lapsing of restrictions on Performance Stock Units. Row 2 · 2017-04-04 · Tax withholding · Disposed 5,712 · Balance 36,186 |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 120,680 |
Reported balance
After 2017-04-04 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-04-04 · Exercise / conversion · Disposed 14,420 · Balance 120,680 F4: Performance Stock Units (PSUs) settle for shares of Phillips 66 common stock on a 1-for-1 basis at the end of the escrow period. The escrow period for performance periods beginning prior to 2009 ends upon separation of service. The escrow period for performance periods after 2009 ends on the earliest to occur of: (a) five years; (b) termination of employment as a result of layoff; (c) termination of employment after attainment of age 55 with five years of service; (d) termination of employment due to death or total disability; or (e) termination of employment following a change in control. The PSUs will be forfeited if the reporting person separates from service prior to the end of the escrow period for any reason other than those listed above. During the escrow period, the reporting person may not dispose of PSUs. The reporting person may also elect to defer settlement of PSUs until a later date. F1: Lapsing of restrictions on Performance Stock Units. F5: The Performance Stock Units do not have an expiration date. |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 22,747 |
Reported balance
Holding disclosure · report date 2017-04-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 22,747 F2: Restricted Stock Units settle for shares of Phillips 66 common stock on a 1-for-1 basis on the third anniversary of the grant provided performance criteria are met. |
| Common StockSEC Table I · non-derivative | IndirectBy Phillips 66 Savings Plan | 2,527.816 |
Reported balance
Holding disclosure · report date 2017-04-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,527.816 F3: Includes shares acquired through on-going acquisitions under 401(k) plan and/or routine dividend transactions that are exempt under rule 16a-1. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $62.17 · Expires 2023-02-07 | Direct | 23,900 |
Reported balance
Holding disclosure · report date 2017-04-04 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 23,900 F6: The stock options became exercisable in three equal annual installments beginning February 7, 2014. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $72.26 · Expires 2024-02-06 | Direct | 26,600 |
Reported balance
Holding disclosure · report date 2017-04-04 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 26,600 F7: The stock options became exercisable in three equal annual installments beginning February 6, 2015. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $74.14 · Expires 2025-02-03 | Direct | 28,000 |
Reported balance
Holding disclosure · report date 2017-04-04 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 28,000 F8: The stock options became exercisable in three equal annual installments beginning February 3, 2016. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $78.62 · Expires 2026-02-02 | Direct | 32,200 |
Reported balance
Holding disclosure · report date 2017-04-04 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 32,200 F9: The stock options became exercisable in three equal annual installments beginning February 2, 2017. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $78.48 · Expires 2027-02-07 | Direct | 33,200 |
Reported balance
Holding disclosure · report date 2017-04-04 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 33,200 F10: The stock options become exercisable in three equal annual installments beginning February 7, 2018. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 2,709.742 |
Reported balance
Holding disclosure · report date 2017-04-04 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 2,709.742 F11: The shares of phantom stock convert to Phillips 66 stock on a 1-for-1 basis. F12: 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). |
Filing footnotes · ownership attribution and instrument terms
F1: Lapsing of restrictions on Performance Stock Units.
F2: Restricted Stock Units settle for shares of Phillips 66 common stock on a 1-for-1 basis on the third anniversary of the grant provided performance criteria are met.
F3: Includes shares acquired through on-going acquisitions under 401(k) plan and/or routine dividend transactions that are exempt under rule 16a-1.
F4: Performance Stock Units (PSUs) settle for shares of Phillips 66 common stock on a 1-for-1 basis at the end of the escrow period. The escrow period for performance periods beginning prior to 2009 ends upon separation of service. The escrow period for performance periods after 2009 ends on the earliest to occur of: (a) five years; (b) termination of employment as a result of layoff; (c) termination of employment after attainment of age 55 with five years of service; (d) termination of employment due to death or total disability; or (e) termination of employment following a change in control. The PSUs will be forfeited if the reporting person separates from service prior to the end of the escrow period for any reason other than those listed above. During the escrow period, the reporting person may not dispose of PSUs. The reporting person may also elect to defer settlement of PSUs until a later date.
F5: The Performance Stock Units do not have an expiration date.
F6: The stock options became exercisable in three equal annual installments beginning February 7, 2014.
F7: The stock options became exercisable in three equal annual installments beginning February 6, 2015.
F8: The stock options became exercisable in three equal annual installments beginning February 3, 2016.
F9: The stock options became exercisable in three equal annual installments beginning February 2, 2017.
F10: The stock options become exercisable in three equal annual installments beginning February 7, 2018.
F11: The shares of phantom stock convert to Phillips 66 stock on a 1-for-1 basis.
F12: 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).
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PBF Logistics LP
Report date November 30, 2022 · Filed November 30, 2022
Section 16 reporting ended · disclosed 2022-11-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Unit representing LP interestSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 1
1 source rowRow 1 · 2022-11-30 · Disposition to issuer · Disposed 4,723 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated as of July 27, 2022 (the "Merger Agreement"), by and among PBF Energy Inc. ("PBF Energy"), PBF Energy Company LLC ("PBF LLC"), PBFX Holdings Inc. ("PBFX Holdings"), Riverlands Merger Sub LLC ("Merger Sub"), PBF Logistics LP ("PBFX") and PBF Logistics GP LLC ("PBFX GP"), on November 30, 2022, Merger Sub merged with and into PBFX, with PBFX surviving the merger as an indirect subsidiary of PBF Energy, owned 99% by PBF LLC and 1% by PBFX Holdings (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding common unit representing limited partner interests in PBFX (the "PBFX Common Units") held by the Reporting Person converted into the right to receive: (i) 0.270 of a share of PBF Energy common stock, par value $0.001 per share, and (ii) $9.25 in cash. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-11-30 · Disposition to issuer · Disposed 1,235 · Balance 0 F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F3: The phantom units were granted on January 1, 2020. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-11-30 · Disposition to issuer · Disposed 2,627 · Balance 0 F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F4: The phantom units were granted on July 1, 2020. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-11-30 · Disposition to issuer · Disposed 2,587 · Balance 0 F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F5: The phantom units were granted on April 26, 2021. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-11-30 · Disposition to issuer · Disposed 3,296 · Balance 0 F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F6: The phantom units were granted on April 25, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated as of July 27, 2022 (the "Merger Agreement"), by and among PBF Energy Inc. ("PBF Energy"), PBF Energy Company LLC ("PBF LLC"), PBFX Holdings Inc. ("PBFX Holdings"), Riverlands Merger Sub LLC ("Merger Sub"), PBF Logistics LP ("PBFX") and PBF Logistics GP LLC ("PBFX GP"), on November 30, 2022, Merger Sub merged with and into PBFX, with PBFX surviving the merger as an indirect subsidiary of PBF Energy, owned 99% by PBF LLC and 1% by PBFX Holdings (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding common unit representing limited partner interests in PBFX (the "PBFX Common Units") held by the Reporting Person converted into the right to receive: (i) 0.270 of a share of PBF Energy common stock, par value $0.001 per share, and (ii) $9.25 in cash.
F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash.
F3: The phantom units were granted on January 1, 2020.
F4: The phantom units were granted on July 1, 2020.
F5: The phantom units were granted on April 26, 2021.
F6: The phantom units were granted on April 25, 2022.
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 01, 2021 Filed Jan 6, 2021 23:53 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Units representing limited partner interest | 617 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002349 · doc4.xml · nonDerivative · entry 1 Ziemba Lawrence Michael · CIK 0001547334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617 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 |
| August 14, 2020 Filed Aug 17, 2020 22:42 UTC | PLAINS GP HOLDINGS LP PAGP · Entity 3737 | Exercise / conversionPhantom Class A Shares · Derivative | 4,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001615619-20-000065 · edgar.xml · derivative · entry 2 Ziemba Lawrence Michael · CIK 0001547334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,440 Underlying: Class A Shares · 4,050 shares Expires not disclosed 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 · security: Phantom Class A shares granted under Long-Term Incentive Plan (includes associated dividend equivalent rights payable in cash). F2 · derivative.exercise_price: One Class A share is deliverable for each Phantom Class A share that vests. F3 · derivative.exercise_date: Phantom Class A Shares vest annually on August distribution date. F4 · derivative.expiration_date: Upon termination of service as director, other than because of death, disability or retirement. Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 22:42 UTC | PLAINS GP HOLDINGS LP PAGP · Entity 3737 | Exercise / conversionClass A Shares | 4,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001615619-20-000065 · edgar.xml · nonDerivative · entry 1 Ziemba Lawrence Michael · CIK 0001547334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,050 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 |
| August 13, 2020 Filed Aug 17, 2020 22:42 UTC | PLAINS GP HOLDINGS LP PAGP · Entity 3737 | GrantPhantom Class A Shares · Derivative | 15,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001615619-20-000065 · edgar.xml · derivative · entry 3 Ziemba Lawrence Michael · CIK 0001547334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,290 Underlying: Class A Shares · 15,290 shares Expires not disclosed F1 · security: Phantom Class A shares granted under Long-Term Incentive Plan (includes associated dividend equivalent rights payable in cash). F2 · derivative.exercise_price: One Class A share is deliverable for each Phantom Class A share that vests. F4 · derivative.expiration_date: Upon termination of service as director, other than because of death, disability or retirement. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 20:38 UTC | PBF Logistics LP PBFX · Entity 121968 | GrantPhantom Units · Derivative | 5,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040362 · doc4.xml · derivative · entry 1 Ziemba Lawrence Michael · CIK 0001547334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,253 Underlying: Common Unit representing LP interest · 5,253 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · derivative.exercise_date: The phantom units will vest in four equal installments beginning on July 1, 2021. F2 · derivative.expiration_date: The phantom units will vest in four equal installments beginning on July 1, 2021. F2 · balance_after: The phantom units will vest in four equal installments beginning on July 1, 2021. Read SEC document |
| January 08, 2020 Filed Jan 8, 2020 23:48 UTC | PLAINS GP HOLDINGS LP PAGP · Entity 3737 | GrantPhantom Class A Shares - Long Term Incentive Plan · Derivative | 23,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001615619-20-000012 · edgar.xml · derivative · entry 1 Ziemba Lawrence Michael · CIK 0001547334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,490 Underlying: Class A Shares · 23,490 shares Expires not disclosed F1 · security: Grant of Phantom Class A Shares under Long-Term Incentive Plan (includes Dividend Equivalent Rights payable in cash). F2 · derivative.exercise_price: 1-for-1 Class A Shares for Phantom Class A Shares upn vesting, for each Phantom Class A Share that vests. F3 · derivative.exercise_date: 4,050 Phantom Class A Shares will vest on distribution date in August 2020, and 6,480 Phantom Class A Shares will vest on distribution date in each of August 2021, 2022 and 2023. F4 · derivative.expiration_date: Upon termination of service as director, other than because of death, disabililty or retirement. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 17:15 UTC | PBF Logistics LP PBFX · Entity 121968 | GrantPhantom Units · Derivative | 2,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000610 · doc4.xml · derivative · entry 1 Ziemba Lawrence Michael · CIK 0001547334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,470 Underlying: Common Unit representing LP interest · 2,470 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · derivative.exercise_date: The phantom units will vest in four equal installments beginning on January 1, 2021. F2 · derivative.expiration_date: The phantom units will vest in four equal installments beginning on January 1, 2021. Read SEC document |
| April 04, 2017 Filed Apr 5, 2017 20:37 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionPerformance Stock Units · Derivative | 14,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001534701-17-000061 · wf-form4_149142463768190.xml · derivative · entry 5 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,680 Underlying: Common Stock · 14,420 shares Expires not disclosed 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. F4 · derivative.exercise_price: Performance Stock Units (PSUs) settle for shares of Phillips 66 common stock on a 1-for-1 basis at the end of the escrow period. The escrow period for performance periods beginning prior to 2009 ends upon separation of service. The escrow period for performance periods after 2009 ends on the earliest to occur of: (a) five years; (b) termination of employment as a result of layoff; (c) termination of employment after attainment of age 55 with five years of service; (d) termination of employment due to death or total disability; or (e) termination of employment following a change in control. The PSUs will be forfeited if the reporting person separates from service prior to the end of the escrow period for any reason other than those listed above. During the escrow period, the reporting person may not dispose of PSUs. The reporting person may also elect to defer settlement of PSUs until a later date. F1 · shares: Lapsing of restrictions on Performance Stock Units. F4 · derivative.exercise_date: Performance Stock Units (PSUs) settle for shares of Phillips 66 common stock on a 1-for-1 basis at the end of the escrow period. The escrow period for performance periods beginning prior to 2009 ends upon separation of service. The escrow period for performance periods after 2009 ends on the earliest to occur of: (a) five years; (b) termination of employment as a result of layoff; (c) termination of employment after attainment of age 55 with five years of service; (d) termination of employment due to death or total disability; or (e) termination of employment following a change in control. The PSUs will be forfeited if the reporting person separates from service prior to the end of the escrow period for any reason other than those listed above. During the escrow period, the reporting person may not dispose of PSUs. The reporting person may also elect to defer settlement of PSUs until a later date. F5 · derivative.expiration_date: The Performance Stock Units do not have an expiration date. Read SEC document |
| April 04, 2017 Filed Apr 5, 2017 20:37 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 5,712 | $78.11 | $446,164.32 |
DisclosureSEC source: 0001534701-17-000061 · wf-form4_149142463768190.xml · nonDerivative · entry 2 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,186 Read SEC document |
| April 04, 2017 Filed Apr 5, 2017 20:37 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 14,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001534701-17-000061 · wf-form4_149142463768190.xml · nonDerivative · entry 1 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,898 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: Lapsing of restrictions on Performance Stock Units. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 17:38 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionPerformance Stock Units · Derivative | 10,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001534701-17-000041 · wf-form4_148700751682060.xml · derivative · entry 5 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,100 Underlying: Common Stock · 145,838 shares Expires not disclosed 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. F3 · derivative.exercise_price: Performance Stock Units (PSUs) settle for shares of Phillips 66 common stock on a 1-for-1 basis at the end of the escrow period. The escrow period for performance periods beginning prior to 2009 ends upon separation of service. The escrow period for performance periods after 2009 ends on the earliest to occur of: (a) five years; (b) termination of employment as a result of layoff; (c) termination of employment after attainment of age 55 with five years of service; (d) termination of employment due to death or total disability; or (e) termination of employment following a change in control. The PSUs will be forfeited if the reporting person separates from service prior to the end of the escrow period for any reason other than those listed above. During the escrow period, the reporting person may not dispose of PSUs. The reporting person may also elect to defer settlement of PSUs until a later date. F1 · shares: Lapsing of restrictions on Performance Stock Units. F3 · derivative.exercise_date: Performance Stock Units (PSUs) settle for shares of Phillips 66 common stock on a 1-for-1 basis at the end of the escrow period. The escrow period for performance periods beginning prior to 2009 ends upon separation of service. The escrow period for performance periods after 2009 ends on the earliest to occur of: (a) five years; (b) termination of employment as a result of layoff; (c) termination of employment after attainment of age 55 with five years of service; (d) termination of employment due to death or total disability; or (e) termination of employment following a change in control. The PSUs will be forfeited if the reporting person separates from service prior to the end of the escrow period for any reason other than those listed above. During the escrow period, the reporting person may not dispose of PSUs. The reporting person may also elect to defer settlement of PSUs until a later date. F4 · derivative.expiration_date: The Performance Stock Units do not have an expiration date. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 17:38 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 4,253 | $79.31 | $337,284.17 |
DisclosureSEC source: 0001534701-17-000041 · wf-form4_148700751682060.xml · nonDerivative · entry 2 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,323 Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 17:38 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 10,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001534701-17-000041 · wf-form4_148700751682060.xml · nonDerivative · entry 1 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,576 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: Lapsing of restrictions on Performance Stock Units. Read SEC document |
| February 08, 2017 Filed Feb 9, 2017 22:37 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingRestricted Stock Units | 2,178 | $78.48 | $170,918.55 |
DisclosureSEC source: 0001534701-17-000035 · wf-form4_148667981885917.xml · nonDerivative · entry 2 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,747 F1 · security: Restricted Stock Units settle for shares of Phillips 66 common stock on a 1-for-1 basis on the third anniversary of the grant provided performance criteria are met. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 22:37 UTC | Phillips 66 PSX · Entity 2915 | GrantEmployee Stock Option (Right to Buy) · Derivative | 33,200 | $0.00 Strike: $78.48 | $0.00 |
DisclosureSEC source: 0001534701-17-000035 · wf-form4_148667981885917.xml · derivative · entry 5 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,200 Underlying: Common Stock · 33,200 shares Expires 2027-02-07 F4 · derivative.exercise_date: The stock options become exercisable in three equal annual installments beginning February 7, 2018. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 22:37 UTC | Phillips 66 PSX · Entity 2915 | GrantRestricted Stock Units | 8,586 | $78.48 | $673,786.35 |
DisclosureSEC source: 0001534701-17-000035 · wf-form4_148667981885917.xml · nonDerivative · entry 1 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,925 F1 · security: Restricted Stock Units settle for shares of Phillips 66 common stock on a 1-for-1 basis on the third anniversary of the grant provided performance criteria are met. F2 · balance_after: Totals reflect an increase in shares held and a decrease in Restricted Stock Units to reflect shares received upon the lapse of restrictions on Restricted Stock Units. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 20:56 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 101,909 | $0.00 Strike: $32.03 | $0.00 |
DisclosureSEC source: 0001534701-16-000185 · wf-form4_148097138260036.xml · derivative · entry 5 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 101,909 shares Expires 2022-02-09 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. F4 · derivative.exercise_date: The stock options became exercisable in three equal annual installments beginning on February 9, 2013. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 20:56 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 101,909 | $85.24 | $8,686,845.45 |
DisclosureSEC source: 0001534701-16-000185 · wf-form4_148097138260036.xml · nonDerivative · entry 2 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,087 F1 · price: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.67. 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. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 20:56 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 101,909 | $32.03 | $3,264,145.27 |
DisclosureSEC source: 0001534701-16-000185 · wf-form4_148097138260036.xml · nonDerivative · entry 1 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,996 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 |
| November 09, 2016 Filed Nov 10, 2016 20:39 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 55,465 | $0.00 Strike: $31.25 | $0.00 |
DisclosureSEC source: 0001534701-16-000177 · wf-form4_147881037603828.xml · derivative · entry 8 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 55,465 shares Expires 2021-02-10 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 |
| November 09, 2016 Filed Nov 10, 2016 20:39 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 55,465 | $80.20 | $4,448,293.00 |
DisclosureSEC source: 0001534701-16-000177 · wf-form4_147881037603828.xml · nonDerivative · entry 4 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,087 F1 · balance_after: Includes shares received upon the lapse of Restricted Stock Units, which were previously reported in Table I holdings. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 20:39 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 55,465 | $31.25 | $1,733,281.25 |
DisclosureSEC source: 0001534701-16-000177 · wf-form4_147881037603828.xml · nonDerivative · entry 3 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,552 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 · balance_after: Includes shares received upon the lapse of Restricted Stock Units, which were previously reported in Table I holdings. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 20:39 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 17,165 | $0.00 Strike: $31.25 | $0.00 |
DisclosureSEC source: 0001534701-16-000177 · wf-form4_147881037603828.xml · derivative · entry 7 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,465 Underlying: Common Stock · 17,165 shares Expires 2021-02-10 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 |
| November 08, 2016 Filed Nov 10, 2016 20:39 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 17,165 | $80.20 | $1,376,633.00 |
DisclosureSEC source: 0001534701-16-000177 · wf-form4_147881037603828.xml · nonDerivative · entry 2 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,087 F1 · balance_after: Includes shares received upon the lapse of Restricted Stock Units, which were previously reported in Table I holdings. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 20:39 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 17,165 | $31.25 | $536,406.25 |
DisclosureSEC source: 0001534701-16-000177 · wf-form4_147881037603828.xml · nonDerivative · entry 1 Ziemba Lawrence Michael · CIK 0001547334 · Executive VP, Refining 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,252 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 · balance_after: Includes shares received upon the lapse of Restricted Stock Units, which were previously reported in Table I holdings. 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.