Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phillips 66PSX · Entity 2915 | Executive Vice President | September 16, 2026 | September 17, 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.
Phillips 66
Report date September 16, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,594.9177 |
Last balance in matching sequence
After 2026-09-16 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-09-16 · Exercise / conversion · Acquired 23,400 · Balance 84,994.9177 F1: Includes 22,182 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1--for-1 basis. Row 2 · 2026-09-16 · Sale · Disposed 23,400 · Balance 61,594.9177 F2: The price of reported above is a weighted average price. These shares were sold in mutiple transactions at prices ranging from $264.96 to $265.16. 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 units and prices at which the transaction was effected. F1: Includes 22,182 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1--for-1 basis. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $74.70 · Expires 2031-02-09 | Direct | 0 |
Reported balance
After 2026-09-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-16 · Exercise / conversion · Disposed 23,400 · Balance 0 F3: The stock options became exercisable in three equal annual installments beginning on February 9, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 22,182 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1--for-1 basis.
F2: The price of reported above is a weighted average price. These shares were sold in mutiple transactions at prices ranging from $264.96 to $265.16. 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 units and prices at which the transaction was effected.
F3: The stock options became exercisable in three equal annual installments beginning on February 9, 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 |
|---|---|---|---|---|---|---|
| February 04, 2020 Filed Feb 6, 2020 22:15 UTC | Phillips 66 PSX · Entity 2915 | GrantEmployee Stock Option (Right to Buy) · Derivative | 42,800 | $0.00 Strike: $89.57 | $0.00 |
DisclosureSEC source: 0001534701-20-000052 · wf-form4_158102729541472.xml · derivative · entry 2 Mandell Brian · CIK 0001641265 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,800 Underlying: Common Stock · 42,800 shares Expires 2030-02-04 F4 · derivative.exercise_date: The stock options become exercisable in three equal annual installments beginning on February 4, 2021. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:15 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 8,290 | $89.57 | $742,535.30 |
DisclosureSEC source: 0001534701-20-000052 · wf-form4_158102729541472.xml · nonDerivative · entry 1 Mandell Brian · CIK 0001641265 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,606.9098 F1 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 4, 2020. F2 · balance_after: Includes 20,339 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis on the third anniversary of the date of grant. F3 · balance_after: Includes shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 20:48 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 212 | $96.67 | $20,493.51 |
DisclosureSEC source: 0001534701-19-000114 · wf-form4_156521091095234.xml · nonDerivative · entry 1 Mandell Brian · CIK 0001641265 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,262.5169 F1 · balance_after: Includes 12,049 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis on the third anniversary of the date of grant. F2 · balance_after: Also includes shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:38 UTC | Phillips 66 PSX · Entity 2915 | GrantEmployee Stock Option (Right to Buy) · Derivative | 25,500 | $0.00 Strike: $94.97 | $0.00 |
DisclosureSEC source: 0001534701-19-000050 · wf-form4_154957549803968.xml · derivative · entry 2 Mandell Brian · CIK 0001641265 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,500 Underlying: Common Stock · 25,500 shares Expires 2029-02-05 F2 · derivative.exercise_date: The stock options become exercisable in three equal annual installments beginning on February 5, 2020. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:38 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 5,661 | $94.97 | $537,611.02 |
DisclosureSEC source: 0001534701-19-000050 · wf-form4_154957549803968.xml · nonDerivative · entry 1 Mandell Brian · CIK 0001641265 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,413.351 F1 · balance_after: Includes 12,261 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis on the third anniversary of the date of grant. Read SEC document |
| February 04, 2019 Filed Feb 5, 2019 22:17 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 523 | $94.68 | $49,517.64 |
DisclosureSEC source: 0001534701-19-000041 · wf-form4_154940501872405.xml · nonDerivative · entry 1 Mandell Brian · CIK 0001641265 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,752.351 F1 · balance_after: Includes 6,600 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis on the third anniversary of the date of grant. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 21:12 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 353 | $94.33 | $33,297.61 |
DisclosureSEC source: 0001534701-19-000024 · wf-form4_154819150746559.xml · nonDerivative · entry 1 Mandell Brian · CIK 0001641265 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,682.512 F1 · shares: Shares withheld to satisfy FICA taxes that became due when the reporting person reached retirement eligibility. F2 · balance_after: Includes 8,975 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis on the third anniversary of the date of grant. 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.