Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 20,405 |
Reported balance
After 2025-01-15 transaction · row 1
1 source rowRow 1 · 2025-01-15 · Grant · Acquired 1,684 · Balance 20,405 F1: Annual grant to non-employee directors of Restricted Stock Units 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. |
| Common StockSEC Table I · non-derivative | IndirectBy family trust | 690 |
Reported balance
Holding disclosure · report date 2025-01-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 690 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant to non-employee directors of Restricted Stock Units 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.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PHILLIPS 66 PARTNERS LP
Report date January 17, 2017 · Filed January 18, 2017
Section 16 reporting ended · disclosed 2017-01-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units (Limited Partner Interests)SEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2017-01-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-01-17 · Exercise / conversion · Acquired 1,387 · Balance 1,387 Row 2 · 2017-01-17 · Disposition to issuer · Disposed 1,387 · Balance 0 F1: The price reflected above is the average of the high and the low price of the Company's common unit on January 13, 2017. |
| Phantom UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $36.06 | Direct | 0 |
Reported balance
After 2017-01-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-01-17 · Exercise / conversion · Disposed 1,387 · Balance 0 F2: Phantom units vest on the third anniversary of the grant. F3: These phantom units do not have an expiration date. |
| Phantom UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $64.04 | Direct | 781 |
Reported balance
Holding disclosure · report date 2017-01-17 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 781 F2: Phantom units vest on the third anniversary of the grant. F3: These phantom units do not have an expiration date. |
| Phantom UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $56.44 | Direct | 1,418 |
Reported balance
Holding disclosure · report date 2017-01-17 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,418 F2: Phantom units vest on the third anniversary of the grant. F3: These phantom units do not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reflected above is the average of the high and the low price of the Company's common unit on January 13, 2017.
F2: Phantom units vest on the third anniversary of the grant.
F3: These phantom units do not have an expiration date.
TRECORA RESOURCES
Report date June 24, 2022 · Filed June 28, 2022
Section 16 reporting ended · disclosed 2022-06-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-06-24 transaction · row 1
1 source rowRow 1 · 2022-06-24 · Other · Disposed 39,153 · Balance 0 F1: Note that the number of shares of common stock received by the Reporting Person upon vesting of certain restricted stock units that was reported in a Form 4 filed on November 19, 2018 was inadvertently overstated by 6,148 shares of common stock. The total number of shares of common stock disposed of by the Reporting Person has been adjusted to reflect this overstatement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.14 · Expires 2022-11-14 | Direct | 0 |
Reported balance
After 2022-06-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-27 · Disposition to issuer · Disposed 100,000 · Balance 0 F2: Pursuant to the Merger Agreement, this option (which was fully vested) was cancelled immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) the excess of (x) $9.81 over (y) the Exercise Price per share listed in Column 2 of Table II of this Form 4, multiplied by (ii) the total number of shares listed in Column 5 of Table II of this Form 4. F3: On May 11, 2022, Trecora Resources (the "Issuer") entered into an Agreement and Plan of Merger with the Balmoral Swan Parent, Inc., a Delaware corporation (the "Parent"), and Balmoral Swan MergerSub, Inc., a Delaware corporation (the "Purchaser") and a wholly owned subsidiary of Parent (the "Merger Agreement"). On June 27, 2022, the Purchaser merged with and into the Issuer pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Issuer being the surviving corporation and becoming a wholly-owned subsidiary of the Parent. All terms capitalized but not defined shall have the meaning given to them in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Note that the number of shares of common stock received by the Reporting Person upon vesting of certain restricted stock units that was reported in a Form 4 filed on November 19, 2018 was inadvertently overstated by 6,148 shares of common stock. The total number of shares of common stock disposed of by the Reporting Person has been adjusted to reflect this overstatement.
F2: Pursuant to the Merger Agreement, this option (which was fully vested) was cancelled immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) the excess of (x) $9.81 over (y) the Exercise Price per share listed in Column 2 of Table II of this Form 4, multiplied by (ii) the total number of shares listed in Column 5 of Table II of this Form 4.
F3: On May 11, 2022, Trecora Resources (the "Issuer") entered into an Agreement and Plan of Merger with the Balmoral Swan Parent, Inc., a Delaware corporation (the "Parent"), and Balmoral Swan MergerSub, Inc., a Delaware corporation (the "Purchaser") and a wholly owned subsidiary of Parent (the "Merger Agreement"). On June 27, 2022, the Purchaser merged with and into the Issuer pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Issuer being the surviving corporation and becoming a wholly-owned subsidiary of the Parent. All terms capitalized but not defined shall have the meaning given to them in the Merger Agreement.
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, 2025 Filed Jan 17, 2025 22:55 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,684 | $118.78 | $200,020.30 |
DisclosureSEC source: 0001534701-25-000020 · wk-form4_1737154499.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,405 F1 · shares: Annual grant to non-employee directors of Restricted Stock Units 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 the Company's stock on January 15, 2025. Read SEC document |
| January 16, 2024 Filed Jan 19, 2024 01:09 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,524 | $131.31 | $200,116.44 |
DisclosureSEC source: 0001534701-24-000025 · wk-form4_1705626548.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,430 F1 · shares: Annual grant to non-employee directors of Restricted Stock Units 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 the Company's stock on January 16, 2024. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 23:22 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,929 | $103.69 | $200,008.37 |
DisclosureSEC source: 0001534701-23-000020 · wf-form4_167417051401901.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,906 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 · shares: Pursuant to Mr. Adams' election, the restrictions on the award lapse immediately. F3 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 17, 2023. Read SEC document |
| June 27, 2022 Filed Jun 28, 2022 16:18 UTC | TRECORA RESOURCES TREC · Entity 125810 | Disposition to issuerStock Option (Right to Buy) · Derivative | 100,000 | $2.67 Strike: $7.14 | $267,000.00 |
DisclosureSEC source: 0000007039-22-000077 · wf-form4_165644751747932.xml · derivative · entry 2 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 100,000 shares Expires 2022-11-14 F2 · derivative.exercise_price: Pursuant to the Merger Agreement, this option (which was fully vested) was cancelled immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) the excess of (x) $9.81 over (y) the Exercise Price per share listed in Column 2 of Table II of this Form 4, multiplied by (ii) the total number of shares listed in Column 5 of Table II of this Form 4. F3 · date: On May 11, 2022, Trecora Resources (the "Issuer") entered into an Agreement and Plan of Merger with the Balmoral Swan Parent, Inc., a Delaware corporation (the "Parent"), and Balmoral Swan MergerSub, Inc., a Delaware corporation (the "Purchaser") and a wholly owned subsidiary of Parent (the "Merger Agreement"). On June 27, 2022, the Purchaser merged with and into the Issuer pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Issuer being the surviving corporation and becoming a wholly-owned subsidiary of the Parent. All terms capitalized but not defined shall have the meaning given to them in the Merger Agreement. F2 · price: Pursuant to the Merger Agreement, this option (which was fully vested) was cancelled immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) the excess of (x) $9.81 over (y) the Exercise Price per share listed in Column 2 of Table II of this Form 4, multiplied by (ii) the total number of shares listed in Column 5 of Table II of this Form 4. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, this option (which was fully vested) was cancelled immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) the excess of (x) $9.81 over (y) the Exercise Price per share listed in Column 2 of Table II of this Form 4, multiplied by (ii) the total number of shares listed in Column 5 of Table II of this Form 4. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 16:18 UTC | TRECORA RESOURCES TREC · Entity 125810 | OtherCommon stock | 39,153 | $9.81 | $384,090.93 |
DisclosureSEC source: 0000007039-22-000077 · wf-form4_165644751747932.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Note that the number of shares of common stock received by the Reporting Person upon vesting of certain restricted stock units that was reported in a Form 4 filed on November 19, 2018 was inadvertently overstated by 6,148 shares of common stock. The total number of shares of common stock disposed of by the Reporting Person has been adjusted to reflect this overstatement. Read SEC document |
| May 14, 2022 Filed May 17, 2022 09:26 UTC | TRECORA RESOURCES TREC · Entity 125810 | Exercise / conversionRestricted Common Stock Units · Derivative | 10,533 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000007039-22-000048 · wf-form4_165279395379457.xml · derivative · entry 2 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common stock · 10,533 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: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. F1 · price: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. F1 · derivative.exercise_date: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. F1 · derivative.expiration_date: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. Read SEC document |
| May 14, 2022 Filed May 17, 2022 09:26 UTC | TRECORA RESOURCES TREC · Entity 125810 | Exercise / conversionCommon stock | 10,533 | $9.57 | $100,800.81 |
DisclosureSEC source: 0000007039-22-000048 · wf-form4_165279395379457.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,301 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 |
| March 09, 2022 Filed Mar 11, 2022 21:59 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 690 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001534701-22-000087 · wf-form4_164703593838784.xml · nonDerivative · entry 2 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 690 F1 · shares: Pursuant to an Agreement and Plan of Merger dated October 26, 2021, each outstanding common unit of Phillips 66 Partners LP held by the reporting person was converted into the right to receive 0.500 shares of Phillips 66 common stock effective on March 9, 2022. F1 · price: Pursuant to an Agreement and Plan of Merger dated October 26, 2021, each outstanding common unit of Phillips 66 Partners LP held by the reporting person was converted into the right to receive 0.500 shares of Phillips 66 common stock effective on March 9, 2022. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 21:59 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 709 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001534701-22-000087 · wf-form4_164703593838784.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,977 F1 · shares: Pursuant to an Agreement and Plan of Merger dated October 26, 2021, each outstanding common unit of Phillips 66 Partners LP held by the reporting person was converted into the right to receive 0.500 shares of Phillips 66 common stock effective on March 9, 2022. F1 · price: Pursuant to an Agreement and Plan of Merger dated October 26, 2021, each outstanding common unit of Phillips 66 Partners LP held by the reporting person was converted into the right to receive 0.500 shares of Phillips 66 common stock effective on March 9, 2022. Read SEC document |
| March 09, 2022 Filed Mar 20, 2024 23:36 UTC Amendment | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 0 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001534701-24-000084 · wk-form4a_1710977787.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,721 F1 · shares: The original Form 4, filed on March 11, 2022, is being amended to correct an administrative error which misreported that the Reporting Person acquired 709 shares of Phillips 66 common stock upon the conversion of each outstanding common unit of Phillips 66 Partners LP into the right to receive 0.500 shares of Phillips 66 common stock effective on March 9, 2022 pursuant to an Agreement and Plan of Merger dated October 26, 2021 (the Merger). The Reporting Person did not directly hold any shares of Phillips 66 Partners LP common units and, therefore, no shares of Phillips 66 common stock were acquired by the Reporting Person in connection with the Merger. F1 · price: The original Form 4, filed on March 11, 2022, is being amended to correct an administrative error which misreported that the Reporting Person acquired 709 shares of Phillips 66 common stock upon the conversion of each outstanding common unit of Phillips 66 Partners LP into the right to receive 0.500 shares of Phillips 66 common stock effective on March 9, 2022 pursuant to an Agreement and Plan of Merger dated October 26, 2021 (the Merger). The Reporting Person did not directly hold any shares of Phillips 66 Partners LP common units and, therefore, no shares of Phillips 66 common stock were acquired by the Reporting Person in connection with the Merger. F2 · balance_after: The amount of securities beneficially owned directly by the Reporting Person shown in Column 5 reflects the total amount of securities beneficially owned by the Reporting Person as of March 20, 2024. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 22:10 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 2,284 | $87.57 | $200,009.88 |
DisclosureSEC source: 0001534701-22-000016 · wf-form4_164263020029584.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,268 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 · shares: Pursuant to Mr. Adams' election, the restrictions on the award lapse immediately. F3 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 14, 2022. Read SEC document |
| May 18, 2021 Filed May 20, 2021 16:13 UTC | TRECORA RESOURCES TREC · Entity 125810 | Exercise / conversionRestricted Common Stock Units · Derivative | 13,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000007039-21-000072 · wf-form4_162154159644236.xml · derivative · entry 2 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,533 Underlying: Common stock · 13,251 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: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. F1 · price: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. F1 · derivative.exercise_date: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. F1 · derivative.expiration_date: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. Read SEC document |
| May 18, 2021 Filed May 20, 2021 16:13 UTC | TRECORA RESOURCES TREC · Entity 125810 | Exercise / conversionCommon stock | 13,251 | $8.01 | $106,140.51 |
DisclosureSEC source: 0000007039-21-000072 · wf-form4_162154159644236.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,768 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 |
| May 14, 2021 Filed May 14, 2021 16:55 UTC | TRECORA RESOURCES TREC · Entity 125810 | GrantRestricted Common Stock Units · Derivative | 10,533 | $0.00 | $0.00 |
DisclosureSEC source: 0000007039-21-000058 · wf-form4_162102570485842.xml · derivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,784 Underlying: Common stock · 10,533 shares Expires not disclosed F1 · derivative.exercise_price: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. F1 · derivative.exercise_date: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. F1 · derivative.expiration_date: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 22:37 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 2,771 | $72.19 | $200,045.42 |
DisclosureSEC source: 0001534701-21-000018 · wf-form4_161118223088517.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,984 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 · shares: Pursuant to Mr. Adam's election, the restrictions on the award lapse immediately. F3 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 15, 2021. Read SEC document |
| May 18, 2020 Filed May 19, 2020 16:34 UTC | TRECORA RESOURCES TREC · Entity 125810 | GrantRestricted Common Stock Units · Derivative | 13,251 | $5.66 | $75,000.66 |
DisclosureSEC source: 0000007039-20-000096 · wf-form4_158992047767721.xml · derivative · entry 3 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,251 Underlying: Common stock · 13,251 shares Expires not disclosed F3 · derivative.exercise_price: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. F3 · derivative.exercise_date: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. F3 · derivative.expiration_date: Granted as director compensation. Converts into common stock on a one-for-one basis. Vests one year from grant date. Read SEC document |
| May 16, 2020 Filed May 19, 2020 16:34 UTC | TRECORA RESOURCES TREC · Entity 125810 | Exercise / conversionRestricted Common Stock Units · Derivative | 3,073 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000007039-20-000096 · wf-form4_158992047767721.xml · derivative · entry 2 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common stock · 3,073 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: Granted as director compensation. Converts into common stock on a one-for-one basis. F1 · price: Granted as director compensation. Converts into common stock on a one-for-one basis. F2 · derivative.exercise_date: Vesting to occur as follows 6,148 shares each on 11/16/18 and 11/16/19 and 3,073 shares on 5/16/20 F2 · derivative.expiration_date: Vesting to occur as follows 6,148 shares each on 11/16/18 and 11/16/19 and 3,073 shares on 5/16/20 Read SEC document |
| May 16, 2020 Filed May 19, 2020 16:34 UTC | TRECORA RESOURCES TREC · Entity 125810 | Exercise / conversionCommon stock | 3,073 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000007039-20-000096 · wf-form4_158992047767721.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,517 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: Granted as director compensation. Converts into common stock on a one-for-one basis. Read SEC document |
| May 05, 2020 Filed May 6, 2020 21:47 UTC | Phillips 66 PSX · Entity 2915 | PurchaseCommon Stock | 1,250 | $76.40 | $95,498.75 |
DisclosureSEC source: 0001534701-20-000087 · wf-form4_158880163504378.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,213 F1 · price: The price of $76.399 is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $76.3987 - $76.3994. 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 |
| January 15, 2020 Filed Jan 17, 2020 21:21 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,907 | $104.92 | $200,072.91 |
DisclosureSEC source: 0001534701-20-000008 · wf-form4_157929610224319.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,963 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 · shares: Pursuant to Mr. Adams' election, the restrictions on the award lapse immediately. F3 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 15, 2020. Read SEC document |
| November 16, 2019 Filed Dec 4, 2019 18:00 UTC | TRECORA RESOURCES TREC · Entity 125810 | Exercise / conversionRestricted Common Stock Units · Derivative | 6,148 | $8.21 | $50,475.08 |
DisclosureSEC source: 0000007039-19-000201 · wf-form4_157550038662735.xml · derivative · entry 2 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,073 Underlying: Common stock · 6,148 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: Granted as director compensation F2 · derivative.exercise_date: Vesting to occur as follows 6,148 shares each on 11/16/18 and 11/16/19 and 3,073 shares on 5/16/20 F2 · derivative.expiration_date: Vesting to occur as follows 6,148 shares each on 11/16/18 and 11/16/19 and 3,073 shares on 5/16/20 Read SEC document |
| November 16, 2019 Filed Dec 4, 2019 18:00 UTC | TRECORA RESOURCES TREC · Entity 125810 | Exercise / conversionCommon stock | 6,148 | $0.00 | $0.00 |
DisclosureSEC source: 0000007039-19-000201 · wf-form4_157550038662735.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,444 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 |
| January 15, 2019 Filed Jan 17, 2019 22:06 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 2,155 | $92.84 | $200,059.43 |
DisclosureSEC source: 0001534701-19-000004 · wf-form4_154776279376949.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,056 F1 · shares: Annual grant to non-employee directors of restricted stock units that convert to Phillips 66 common stock on a 1-for-1 basis. F2 · shares: Pursuant to Mr. Adams' election, the restrictions on the award lapse immediately. F3 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 15, 2019. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 13:58 UTC | TRECORA RESOURCES TREC · Entity 125810 | Exercise / conversionRestricted Common Stock Units · Derivative | 6,148 | $0.00 | $0.00 |
DisclosureSEC source: 0000007039-18-000068 · wf-form4_154274032144271.xml · derivative · entry 2 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,221 Underlying: Common stock · 6,148 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. F2 · derivative.exercise_price: Granted as director compensation. Converts into common stock on a one-for-one basis. F1 · derivative.exercise_date: Partial vesting of time vested restricted stock units which were granted on 11/17/17. 6,148 shares each vest on 11/16/18 and 11/16/19 and 3,073 shares vest on 05/16/20. F1 · derivative.expiration_date: Partial vesting of time vested restricted stock units which were granted on 11/17/17. 6,148 shares each vest on 11/16/18 and 11/16/19 and 3,073 shares vest on 05/16/20. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 13:58 UTC | TRECORA RESOURCES TREC · Entity 125810 | Exercise / conversionCommon stock | 6,148 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000007039-18-000068 · wf-form4_154274032144271.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,296 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: Partial vesting of time vested restricted stock units which were granted on 11/17/17. 6,148 shares each vest on 11/16/18 and 11/16/19 and 3,073 shares vest on 05/16/20. F2 · price: Granted as director compensation. Converts into common stock on a one-for-one basis. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 22:40 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,923 | $104.03 | $200,049.69 |
DisclosureSEC source: 0001534701-18-000018 · wf-form4_151631524120747.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,901 F1 · shares: Annual grant to non-employee directors of restricted stock units that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse on the retirement, disability or death of the non-employee director unless a different election is made by the non-employee director. F2 · shares: Pursuant to Mr. Adams' election, the restrictions on the award lapse immediately. F3 · price: The price reflected above is the average of the high and the low price of the Company's stock on the date of the award. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 11:47 UTC | TRECORA RESOURCES TREC · Entity 125810 | GrantRestricted Common Stock Units · Derivative | 15,369 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-043308 · doc1.xml · derivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,369 Underlying: Common Stock · 15,369 shares Expires 2020-05-17 F1 · derivative.exercise_price: Granted as director compensation F2 · shares: Vesting to occur as follows 6,148 shares each on 11/16/18 and 11/16/19 and 3,073 shares on 5/16/20 F1 · price: Granted as director compensation F2 · derivative.exercise_date: Vesting to occur as follows 6,148 shares each on 11/16/18 and 11/16/19 and 3,073 shares on 5/16/20 Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 21:10 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 2,392 | $83.61 | $200,001.10 |
DisclosureSEC source: 0001534701-17-000020 · wf-form4_148477381482367.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,978 F1 · shares: Annual grant to non-employee directors of restricted stock units that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse on the retirement, disability or death of the non-employee director. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 13, 2017. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 16:06 UTC | PHILLIPS 66 PARTNERS LP PSXP · Entity 129293 | Exercise / conversionPhantom Units · Derivative | 1,387 | $50.09 Strike: $36.06 | $69,467.90 |
DisclosureSEC source: 0001572910-17-000003 · wf-form4_148477360021002.xml · derivative · entry 3 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units (Limited Partner Interests) · 1,387 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. F2 · derivative.exercise_date: Phantom units vest on the third anniversary of the grant. F3 · derivative.expiration_date: These phantom units do not have an expiration date. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 16:06 UTC | PHILLIPS 66 PARTNERS LP PSXP · Entity 129293 | Disposition to issuerCommon Units (Limited Partner Interests) | 1,387 | $50.09 | $69,467.90 |
DisclosureSEC source: 0001572910-17-000003 · wf-form4_148477360021002.xml · nonDerivative · entry 2 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reflected above is the average of the high and the low price of the Company's common unit on January 13, 2017. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 16:06 UTC | PHILLIPS 66 PARTNERS LP PSXP · Entity 129293 | Exercise / conversionCommon Units (Limited Partner Interests) | 1,387 | $36.06 | $50,015.22 |
DisclosureSEC source: 0001572910-17-000003 · wf-form4_148477360021002.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,387 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 |
| October 06, 2016 Filed Oct 11, 2016 20:13 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 586 | $80.77 | $47,331.22 |
DisclosureSEC source: 0001534701-16-000165 · wf-form4_147621677964512.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586 F1 · shares: Grant of restricted stock units that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse on the retirement, disability or death of the non-employee director. This is a prorated amount of the annual grant to reflect the new director joining the board in October. Read SEC document |
| September 30, 2016 Filed Oct 12, 2016 15:04 UTC | PHILLIPS 66 PARTNERS LP PSXP · Entity 129293 | Exercise / conversionPhantom Units · Derivative | 541 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001572910-16-000151 · wf-form4_147629903876345.xml · derivative · entry 3 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,586 Underlying: Common Units · 541 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 541 phantom units vested on September 30, 2016. The Company settled such phantom units for cash. Although reflected in Table I, no common units were actually acquired or disposed of. Read SEC document |
| September 30, 2016 Filed Oct 12, 2016 15:04 UTC | PHILLIPS 66 PARTNERS LP PSXP · Entity 129293 | Disposition to issuerCommon Units | 541 | $48.19 | $26,068.09 |
DisclosureSEC source: 0001572910-16-000151 · wf-form4_147629903876345.xml · nonDerivative · entry 2 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 30, 2016 Filed Oct 12, 2016 15:04 UTC | PHILLIPS 66 PARTNERS LP PSXP · Entity 129293 | Exercise / conversionCommon Units | 541 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001572910-16-000151 · wf-form4_147629903876345.xml · nonDerivative · entry 1 Adams Gary Kramer · CIK 0001561818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541 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.