Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolve Transition Infrastructure LPSNMP · Entity 86728 | Director | April 01, 2022 | September 16, 2022 |
| Phillips 66PSX · Entity 2915 | Director | January 15, 2026 | January 20, 2026 |
| Targa Resources Corp.TRGP · Entity 1807 | Director · Vice Chairman of the Board | February 28, 2019 | March 04, 2019 |
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.
Evolve Transition Infrastructure LP
Report date April 01, 2022 · Filed September 16, 2022
This filing explicitly reported no securities owned.
Phillips 66
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,484.5124 |
Reported balance
After 2026-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 1,423 · Balance 13,484.5124 F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026. F3: Includes 2,484.5124 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis.
F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026.
F3: Includes 2,484.5124 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11.
Targa Resources Corp.
Report date February 28, 2019 · Filed March 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 150,944 |
Reported balance
After 2019-02-28 transaction · row 1
1 source rowRow 1 · 2019-02-28 · Tax withholding · Disposed 7,456 · Balance 150,944 |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 19,472 |
Reported balance
Holding disclosure · report date 2019-02-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,472 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 124,878 |
Reported balance
Holding disclosure · report date 2019-02-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 124,878 F1: These shares are held by The Michael Heim 2009 Family Trust, of which Mr. Heim and his son serve as co-trustees. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 81,672 |
Reported balance
Holding disclosure · report date 2019-02-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 81,672 F2: These shares are held by the Patricia Heim 2009 Grantor Retained Annuity Trust, of which Mr. Heim and his spouse serve as co-trustees. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 57,973 |
Reported balance
Holding disclosure · report date 2019-02-28 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 57,973 F3: These shares are held by the Pat Heim 2012 Family Trust, of which Mr. Heim's wife and his son serve as co-trustees. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 38,400 |
Reported balance
Holding disclosure · report date 2019-02-28 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 38,400 F4: These shares are held by the Heim 2012 Children's Trust, of which Mr. Heim serves as trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 52,077 |
Reported balance
Holding disclosure · report date 2019-02-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 52,077 |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 155 |
Reported balance
Holding disclosure · report date 2019-02-28 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 155 |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 155 |
Reported balance
Holding disclosure · report date 2019-02-28 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 155 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held by The Michael Heim 2009 Family Trust, of which Mr. Heim and his son serve as co-trustees.
F2: These shares are held by the Patricia Heim 2009 Grantor Retained Annuity Trust, of which Mr. Heim and his spouse serve as co-trustees.
F3: These shares are held by the Pat Heim 2012 Family Trust, of which Mr. Heim's wife and his son serve as co-trustees.
F4: These shares are held by the Heim 2012 Children's Trust, of which Mr. Heim serves as trustee.
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 15, 2026 Filed Jan 20, 2026 17:12 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,423 | $140.56 | $200,016.88 |
DisclosureSEC source: 0001387730-26-000002 · wk-form4_1768947144.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,484.5124 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 2,484.5124 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| July 30, 2025 Filed Aug 1, 2025 18:01 UTC | Phillips 66 PSX · Entity 2915 | PurchaseCommon Stock | 1,000 | $125.97 | $125,970.00 |
DisclosureSEC source: 0001534701-25-000143 · wk-form4_1754085664.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,043 F1 · balance_after: Includes 1,043 Restricted Stock Units that convert to Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 17:09 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,043 | $113.98 | $118,875.93 |
DisclosureSEC source: 0001534701-25-000118 · wk-form4_1749589761.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,043 F1 · shares: Grant of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. This is a prorated amount of the annual grant to reflect the new director joining the board. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on June 6, 2025. F3 · balance_after: Includes 1,043 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 18:22 UTC | Targa Resources Corp. TRGP · Entity 1807 | Tax withholdingCommon Stock | 7,456 | $40.24 | $300,029.44 |
DisclosureSEC source: 0000899243-19-005852 · doc4.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,944 Read SEC document |
| January 19, 2019 Filed Jan 22, 2019 17:09 UTC | Targa Resources Corp. TRGP · Entity 1807 | Tax withholdingCommon Stock | 23,962 | $43.50 | $1,042,347.00 |
DisclosureSEC source: 0000899243-19-001634 · doc4.xml · nonDerivative · entry 2 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,400 Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 17:09 UTC | Targa Resources Corp. TRGP · Entity 1807 | GrantCommon Stock | 4,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-001634 · doc4.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,362 Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 16:36 UTC | Targa Resources Corp. TRGP · Entity 1807 | Tax withholdingCommon Stock | 4,638 | $49.49 | $229,534.62 |
DisclosureSEC source: 0000899243-18-019214 · doc4.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,641 Read SEC document |
| January 17, 2018 Filed Jan 17, 2018 17:07 UTC | Targa Resources Corp. TRGP · Entity 1807 | GrantCommon Stock | 20,368 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-001197 · doc4.xml · nonDerivative · entry 2 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,279 Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 17:07 UTC | Targa Resources Corp. TRGP · Entity 1807 | Tax withholdingCommon Stock | 2,384 | $51.44 | $122,632.96 |
DisclosureSEC source: 0000899243-18-001197 · doc4.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,911 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 18:04 UTC | Targa Resources Corp. TRGP · Entity 1807 | Tax withholdingCommon Stock | 3,176 | $45.20 | $143,555.20 |
DisclosureSEC source: 0000899243-17-017835 · doc4.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,295 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 16:50 UTC | Targa Resources Corp. TRGP · Entity 1807 | GrantCommon Stock | 5,717 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-006075 · doc4.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,471 Read SEC document |
| January 20, 2017 Filed Jan 20, 2017 18:22 UTC | Targa Resources Corp. TRGP · Entity 1807 | GrantCommon Stock | 12,871 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-001686 · doc4.xml · nonDerivative · entry 2 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,754 Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 18:22 UTC | Targa Resources Corp. TRGP · Entity 1807 | SaleCommon Stock | 12,500 | $60.00 | $750,000.00 |
DisclosureSEC source: 0000899243-17-001686 · doc4.xml · nonDerivative · entry 3 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 124,878 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2016. F2 · ownership.nature: These shares are held by The Michael Heim 2009 Family Trust, of which Mr. Heim and his son serve as co-trustees. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 18:22 UTC | Targa Resources Corp. TRGP · Entity 1807 | SaleCommon Stock | 12,500 | $60.00 | $750,000.00 |
DisclosureSEC source: 0000899243-17-001686 · doc4.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,883 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2016. Read SEC document |
| January 14, 2017 Filed Jan 18, 2017 18:32 UTC | Targa Resources Corp. TRGP · Entity 1807 | Tax withholdingCommon Stock | 1,531 | $57.95 | $88,721.45 |
DisclosureSEC source: 0000899243-17-001500 · doc4.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,383 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 16:52 UTC | Targa Resources Corp. TRGP · Entity 1807 | SaleCommon Stock | 10,000 | $49.54 | $495,438.00 |
DisclosureSEC source: 0000899243-16-033793 · doc4.xml · nonDerivative · entry 2 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 81,672 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.50 to $49.665, inclusive. F3 · ownership.nature: These shares are held by the Patricia Heim 2009 Grantor Retained Annuity Trust, of which Mr. Heim and his spouse serve as co-trustees. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 16:52 UTC | Targa Resources Corp. TRGP · Entity 1807 | SaleCommon Stock | 10,000 | $49.52 | $495,200.00 |
DisclosureSEC source: 0000899243-16-033793 · doc4.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,914 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.50 to $49.55, inclusive. The reporting person undertakes to provide to Targa Resources Corp., any security holder of Targa Resources Corp., or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 17:50 UTC | Targa Resources Corp. TRGP · Entity 1807 | SaleCommon Stock | 3,600 | $47.33 | $170,371.44 |
DisclosureSEC source: 0000899243-16-033060 · doc4.xml · nonDerivative · entry 6 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 38,400 F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.25 to $47.40, inclusive. F9 · ownership.nature: These shares are held by the Heim 2012 Children's Trust, of which Mr. Heim serves as trustee. Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 17:50 UTC | Targa Resources Corp. TRGP · Entity 1807 | SaleCommon Stock | 6,000 | $47.29 | $283,749.00 |
DisclosureSEC source: 0000899243-16-033060 · doc4.xml · nonDerivative · entry 5 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 57,973 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.25 to $47.35, inclusive. F7 · ownership.nature: These shares are held by the Pat Heim 2012 Family Trust, of which Mr. Heim's wife and his son serve as co-trustees. Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 17:50 UTC | Targa Resources Corp. TRGP · Entity 1807 | SaleCommon Stock | 10,000 | $46.12 | $461,207.00 |
DisclosureSEC source: 0000899243-16-033060 · doc4.xml · nonDerivative · entry 4 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 91,672 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.005 to $46.21, inclusive. F5 · ownership.nature: These shares are held by the Patricia Heim 2009 Grantor Retained Annuity Trust, of which Mr. Heim and his spouse serve as co-trustees. Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 17:50 UTC | Targa Resources Corp. TRGP · Entity 1807 | SaleCommon Stock | 20,000 | $46.73 | $934,602.00 |
DisclosureSEC source: 0000899243-16-033060 · doc4.xml · nonDerivative · entry 3 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 137,378 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.50 to $47.02, inclusive. F3 · ownership.nature: These shares are held by The Michael Heim 2009 Family Trust, of which Mr. Heim and his son serve as co-trustees. Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 17:50 UTC | Targa Resources Corp. TRGP · Entity 1807 | SaleCommon Stock | 2,500 | $47.25 | $118,125.00 |
DisclosureSEC source: 0000899243-16-033060 · doc4.xml · nonDerivative · entry 2 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 19,472 Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 17:50 UTC | Targa Resources Corp. TRGP · Entity 1807 | SaleCommon Stock | 24,148 | $45.67 | $1,102,834.33 |
DisclosureSEC source: 0000899243-16-033060 · doc4.xml · nonDerivative · entry 1 Heim Michael A · CIK 0001387730 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,914 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.50 to $46.225, inclusive. The reporting person undertakes to provide to Targa Resources Corp., any security holder of Targa Resources Corp., or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1), (2) (4), (6) and (8) to this Form 4. 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.