Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCED DRAINAGE SYSTEMS, INC.WMS · Entity 2328 | Director | July 17, 2025 | July 21, 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.
ADVANCED DRAINAGE SYSTEMS, INC.
Report date July 17, 2025 · Filed July 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,196 |
Reported balance
After 2025-07-17 transaction · row 1
1 source rowRow 1 · 2025-07-17 · Grant · Acquired 1,130 · Balance 8,196 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PHILLIPS 66 PARTNERS LP
Report date March 09, 2022 · Filed March 09, 2022
Section 16 reporting ended · disclosed 2022-03-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-03-09 transaction · row 1
1 source rowRow 1 · 2022-03-09 · Disposition to issuer · Disposed 34,100 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger dated October 26, 2021 (the "Merger Agreement") by and among the Issuer, Phillips 66, Phoenix Sub LLC, a Delaware limited liability company and jointly owned subsidiary of P66 Company and P66 PDI ("Merger Sub") and the other parties thereto, on March 9, 2022, Merger Sub merged with and into the Issuer, with the Issuer surviving as an indirect, wholly owned subsidiary of Phillips 66 (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding Common Unit held by the Reporting Person was converted into the right to receive 0.500 shares (the "Exchange Ratio") of common stock, par value $0.01 per share, of Phillips 66 (the "Merger Consideration"). |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-03-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-09 · Disposition to issuer · Disposed 7,495 · Balance 0 F2: At the Effective Time, each of the outstanding equity awards held the Reporting Person became fully vested and automatically converted into the right to receive, with respect to each Common Unit subject thereto, the Merger Consideration (or, to the extent set forth under the terms of the applicable award, cash in an amount equal to the value of the Merger Consideration based on the closing price of a share of Phillips 66 Common Stock as of the closing date of the Merger) plus any accrued but unpaid amounts in relation to distribution equivalent rights. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger dated October 26, 2021 (the "Merger Agreement") by and among the Issuer, Phillips 66, Phoenix Sub LLC, a Delaware limited liability company and jointly owned subsidiary of P66 Company and P66 PDI ("Merger Sub") and the other parties thereto, on March 9, 2022, Merger Sub merged with and into the Issuer, with the Issuer surviving as an indirect, wholly owned subsidiary of Phillips 66 (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding Common Unit held by the Reporting Person was converted into the right to receive 0.500 shares (the "Exchange Ratio") of common stock, par value $0.01 per share, of Phillips 66 (the "Merger Consideration").
F2: At the Effective Time, each of the outstanding equity awards held the Reporting Person became fully vested and automatically converted into the right to receive, with respect to each Common Unit subject thereto, the Merger Consideration (or, to the extent set forth under the terms of the applicable award, cash in an amount equal to the value of the Merger Consideration based on the closing price of a share of Phillips 66 Common Stock as of the closing date of the Merger) plus any accrued but unpaid amounts in relation to distribution equivalent rights.
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 13, 2016 Filed Oct 12, 2016 15:06 UTC | PHILLIPS 66 PARTNERS LP PSXP · Entity 129293 | Exercise / conversionPhantom Units · Derivative | 815 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001572910-16-000153 · wf-form4_147629920041797.xml · derivative · entry 3 Haney Mark · CIK 0001582073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,586 Underlying: Common Units · 815 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 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit of Phillips 66 Partners LP. F1 · price: Each phantom unit is the economic equivalent of one common unit of Phillips 66 Partners LP. F2 · derivative.exercise_date: Phantom units vest on the third anniversary of the grant. F3 · derivative.expiration_date: The phantom units do not have an expiration date. F4 · derivative.underlying_shares: These 815 phantom units vested on September 13, 2016. The Company settled such phantom stock for cash. Although reflected in Table I, no common units were actually acquired or disposed of. Read SEC document |
| September 13, 2016 Filed Oct 12, 2016 15:06 UTC | PHILLIPS 66 PARTNERS LP PSXP · Entity 129293 | Disposition to issuerCommon Units (Limited Partner Interests) | 815 | $47.49 | $38,702.56 |
DisclosureSEC source: 0001572910-16-000153 · wf-form4_147629920041797.xml · nonDerivative · entry 2 Haney Mark · CIK 0001582073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| September 13, 2016 Filed Oct 12, 2016 15:06 UTC | PHILLIPS 66 PARTNERS LP PSXP · Entity 129293 | Exercise / conversionCommon Units (Limited Partner Interests) | 815 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001572910-16-000153 · wf-form4_147629920041797.xml · nonDerivative · entry 1 Haney Mark · CIK 0001582073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,815 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 · price: Each phantom unit is the economic equivalent of one common unit of Phillips 66 Partners LP. 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.