Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DCP Midstream, LPDCP · Entity 112201 | Director | December 12, 2022 | December 19, 2022 |
| Phillips 66PSX · Entity 2915 | Executive Vice President | May 16, 2024 | May 20, 2024 |
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.
DCP Midstream, LP
Report date December 12, 2022 · Filed December 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-12-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Phillips 66
Report date May 16, 2024 · Filed May 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,365 |
Last balance in matching sequence
After 2024-05-16 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2024-05-16 · Exercise / conversion · Acquired 22,367 · Balance 58,107 F1: Includes 27,959 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Row 2 · 2024-05-16 · Exercise / conversion · Acquired 15,667 · Balance 73,774 F1: Includes 27,959 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Row 3 · 2024-05-16 · Exercise / conversion · Acquired 12,333 · Balance 86,107 F1: Includes 27,959 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Row 4 · 2024-05-16 · Sale · Disposed 37,742 · Balance 48,365 F2: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.75 to $146.02. 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. F1: Includes 27,959 Restricted Stock Units (RSUs) 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 2024-05-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-05-16 · Exercise / conversion · Disposed 22,367 · Balance 0 F3: The options became exercisable in three equal annual installments beginning on February 9, 2022. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.05 · Expires 2032-02-08 | Direct | 15,667 |
Reported balance
After 2024-05-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-05-16 · Exercise / conversion · Disposed 15,667 · Balance 15,667 F4: The options became exercisable in three equal annual installments beginning on February 8, 2023. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $100.44 · Expires 2033-02-07 | Direct | 24,667 |
Reported balance
After 2024-05-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-05-16 · Exercise / conversion · Disposed 12,333 · Balance 24,667 F5: The options became exercisable in three equal annual installments beginning on February 7, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 47,187 |
Reported balance
Holding disclosure · report date 2024-05-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 47,187 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 27,959 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis.
F2: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.75 to $146.02. 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.
F3: The options became exercisable in three equal annual installments beginning on February 9, 2022.
F4: The options became exercisable in three equal annual installments beginning on February 8, 2023.
F5: The options became exercisable in three equal annual installments beginning on February 7, 2024.
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 |
|---|---|---|---|---|---|---|
| May 16, 2024 Filed May 20, 2024 17:26 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,333 | $0.00 Strike: $100.44 | $0.00 |
DisclosureSEC source: 0001534701-24-000115 · wk-form4_1716240355.xml · derivative · entry 8 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,667 Underlying: Common Stock · 12,333 shares Expires 2033-02-07 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. F5 · derivative.exercise_date: The options became exercisable in three equal annual installments beginning on February 7, 2024. Read SEC document |
| May 16, 2024 Filed May 20, 2024 17:26 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,667 | $0.00 Strike: $89.05 | $0.00 |
DisclosureSEC source: 0001534701-24-000115 · wk-form4_1716240355.xml · derivative · entry 7 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,667 Underlying: Common Stock · 15,667 shares Expires 2032-02-08 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 options became exercisable in three equal annual installments beginning on February 8, 2023. Read SEC document |
| May 16, 2024 Filed May 20, 2024 17:26 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 22,367 | $0.00 Strike: $74.70 | $0.00 |
DisclosureSEC source: 0001534701-24-000115 · wk-form4_1716240355.xml · derivative · entry 6 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,367 shares Expires 2031-02-09 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. F3 · derivative.exercise_date: The options became exercisable in three equal annual installments beginning on February 9, 2022. Read SEC document |
| May 16, 2024 Filed May 20, 2024 17:26 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 37,742 | $145.80 | $5,502,783.60 |
DisclosureSEC source: 0001534701-24-000115 · wk-form4_1716240355.xml · nonDerivative · entry 4 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,365 F2 · price: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.75 to $146.02. 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. F1 · balance_after: Includes 27,959 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| May 16, 2024 Filed May 20, 2024 17:26 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 12,333 | $100.44 | $1,238,664.86 |
DisclosureSEC source: 0001534701-24-000115 · wk-form4_1716240355.xml · nonDerivative · entry 3 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,107 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 27,959 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| May 16, 2024 Filed May 20, 2024 17:26 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 15,667 | $89.05 | $1,395,146.35 |
DisclosureSEC source: 0001534701-24-000115 · wk-form4_1716240355.xml · nonDerivative · entry 2 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,774 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 27,959 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| May 16, 2024 Filed May 20, 2024 17:26 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 22,367 | $74.70 | $1,670,814.90 |
DisclosureSEC source: 0001534701-24-000115 · wk-form4_1716240355.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,107 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 27,959 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 18:29 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 4,570 | $146.56 | $669,790.63 |
DisclosureSEC source: 0001534701-24-000062 · wk-form4_1707780568.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,740 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of Restricted Stock Units (RSUs) granted on February 9, 2021. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 9, 2024. F3 · balance_after: Includes 27,959 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 18:48 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 7,866 | $147.69 | $1,161,690.21 |
DisclosureSEC source: 0001534701-24-000050 · wk-form4_1707436079.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,310 F1 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 6, 2024. F2 · balance_after: All 40,310 are Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| December 21, 2023 Filed Dec 21, 2023 16:55 UTC | Phillips 66 PSX · Entity 2915 | GiftCommon Stock | 47,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001534701-23-000175 · wk-form4_1703195728.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,444 F1 · balance_after: Represents restricted stock units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 18:42 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 378 | $129.51 | $48,952.89 |
DisclosureSEC source: 0001534701-23-000161 · wk-form4_1701819742.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,631 F1 · shares: Transaction represents the withholding of shares by the Issuer to satisfy FICA taxes. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on December 1, 2023. F3 · balance_after: Includes 32,444 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 18:02 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,666 | $0.00 Strike: $89.05 | $0.00 |
DisclosureSEC source: 0001534701-23-000139 · wf-form4_169464253593029.xml · derivative · entry 3 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,334 Underlying: Common Stock · 15,666 shares Expires 2032-02-08 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_date: The options became exercisable in three equal annual installments beginning on February 8, 2023. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 18:02 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 12,970 | $124.41 | $1,613,597.70 |
DisclosureSEC source: 0001534701-23-000139 · wf-form4_169464253593029.xml · nonDerivative · entry 2 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,009 F2 · price: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.40 to $124.49. 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. F1 · balance_after: Includes 32,822 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 18:02 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 15,666 | $89.05 | $1,395,057.30 |
DisclosureSEC source: 0001534701-23-000139 · wf-form4_169464253593029.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,979 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 32,822 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 18:34 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 44,733 | $0.00 Strike: $74.70 | $0.00 |
DisclosureSEC source: 0001534701-23-000131 · wf-form4_169213876350194.xml · derivative · entry 9 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,367 Underlying: Common Stock · 44,733 shares Expires 2031-02-09 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. F6 · derivative.exercise_date: The options become exercisable in three equal annual installments. One-third of the options became exercisable on February 9, 2022, and an additional one-third on February 9, 2023. The remaining one-third of the options will become exercisable on February 9, 2024. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 18:34 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 48,500 | $0.00 Strike: $89.57 | $0.00 |
DisclosureSEC source: 0001534701-23-000131 · wf-form4_169213876350194.xml · derivative · entry 8 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 48,500 shares Expires 2030-02-04 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. F5 · derivative.exercise_date: The options became exercisable in three equal annual installments beginning on February 4, 2021. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 18:34 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 31,500 | $0.00 Strike: $94.97 | $0.00 |
DisclosureSEC source: 0001534701-23-000131 · wf-form4_169213876350194.xml · derivative · entry 7 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,500 shares Expires 2029-02-05 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 options became exercisable in three equal annual installments beginning on February 5, 2020. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 18:34 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 25,900 | $0.00 Strike: $94.85 | $0.00 |
DisclosureSEC source: 0001534701-23-000131 · wf-form4_169213876350194.xml · derivative · entry 6 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,900 shares Expires 2028-02-06 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_date: The options became exercisable in three equal annual installments beginning on February 6, 2019. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 18:34 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 127,578 | $116.68 | $14,885,801.04 |
DisclosureSEC source: 0001534701-23-000131 · wf-form4_169213876350194.xml · nonDerivative · entry 5 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,313 F2 · price: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.30 to $116.90. 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 transactions were effected. F1 · balance_after: Includes 32,822 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 18:34 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 44,733 | $74.70 | $3,341,555.10 |
DisclosureSEC source: 0001534701-23-000131 · wf-form4_169213876350194.xml · nonDerivative · entry 4 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,891 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 32,822 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 18:34 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 48,500 | $89.57 | $4,344,145.00 |
DisclosureSEC source: 0001534701-23-000131 · wf-form4_169213876350194.xml · nonDerivative · entry 3 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,158 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 32,822 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 18:34 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 31,500 | $94.97 | $2,991,476.25 |
DisclosureSEC source: 0001534701-23-000131 · wf-form4_169213876350194.xml · nonDerivative · entry 2 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,658 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 32,822 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 18:34 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 25,900 | $94.85 | $2,456,615.00 |
DisclosureSEC source: 0001534701-23-000131 · wf-form4_169213876350194.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,158 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 32,822 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 18:59 UTC | Phillips 66 PSX · Entity 2915 | GrantEmployee Stock Option (Right to Buy) · Derivative | 37,000 | $0.00 Strike: $100.44 | $0.00 |
DisclosureSEC source: 0001534701-23-000043 · wf-form4_167598715919143.xml · derivative · entry 2 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,000 Underlying: Common Stock · 37,000 shares Expires 2033-02-07 F2 · derivative.exercise_date: The stock options become exercisable in three equal annual installments beginning on February 7, 2024. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 18:59 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 10,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001534701-23-000043 · wf-form4_167598715919143.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,258 F1 · balance_after: Includes 32,822 Restricted Stock Units (RSUs), including the 10,110 RSUs reported on this Form 4, 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, 2023 Filed Feb 7, 2023 18:57 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 3,651 | $99.56 | $363,492.10 |
DisclosureSEC source: 0001534701-23-000034 · wf-form4_167581421709312.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,148 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of Restricted Stock Units (RSUs) granted on February 4, 2020. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 3, 2023. F3 · balance_after: Includes 22,712 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 |
| August 08, 2022 Filed Aug 10, 2022 17:03 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 402 | $84.04 | $33,784.08 |
DisclosureSEC source: 0001534701-22-000154 · wf-form4_166016536499077.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,799 F1 · shares: Transaction represents the withholding of shares by the Issuer to satisfy FICA taxes arising from the reporting person being eligible for normal retirement. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on August 8, 2022. F3 · balance_after: Includes 32,578 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 |
| June 08, 2022 Filed Jun 9, 2022 17:09 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 28,400 | $0.00 Strike: $85.97 | $0.00 |
DisclosureSEC source: 0001534701-22-000119 · wf-form4_165480893454882.xml · derivative · entry 6 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,400 shares Expires 2026-04-04 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 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan previously entered into by the reporting person on June 1, 2022. F6 · derivative.exercise_date: The stock options became exercisable in three equal annual installments beginning on February 4, 2017. Read SEC document |
| June 08, 2022 Filed Jun 9, 2022 17:09 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 30,700 | $0.00 Strike: $78.48 | $0.00 |
DisclosureSEC source: 0001534701-22-000119 · wf-form4_165480893454882.xml · derivative · entry 5 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,700 shares Expires 2027-02-07 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 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan previously entered into by the reporting person on June 1, 2022. F5 · derivative.exercise_date: The stock options became exercisable in three equal annual installments beginning on February 7, 2018. Read SEC document |
| June 08, 2022 Filed Jun 9, 2022 17:09 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 28,400 | $110.20 | $3,129,765.20 |
DisclosureSEC source: 0001534701-22-000119 · wf-form4_165480893454882.xml · nonDerivative · entry 4 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,201 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan previously entered into by the reporting person on June 1, 2022. F4 · price: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.00 to $110.79. 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. F2 · balance_after: Includes 32,980 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 |
| June 08, 2022 Filed Jun 9, 2022 17:09 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 28,400 | $85.97 | $2,441,638.88 |
DisclosureSEC source: 0001534701-22-000119 · wf-form4_165480893454882.xml · nonDerivative · entry 3 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,601 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 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan previously entered into by the reporting person on June 1, 2022. F2 · balance_after: Includes 32,980 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 |
| June 08, 2022 Filed Jun 9, 2022 17:09 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 30,700 | $110.22 | $3,383,686.46 |
DisclosureSEC source: 0001534701-22-000119 · wf-form4_165480893454882.xml · nonDerivative · entry 2 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,201 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan previously entered into by the reporting person on June 1, 2022. F3 · price: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.00 to $110.79. 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. F2 · balance_after: Includes 32,980 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 |
| June 08, 2022 Filed Jun 9, 2022 17:09 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 30,700 | $78.48 | $2,409,182.50 |
DisclosureSEC source: 0001534701-22-000119 · wf-form4_165480893454882.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,901 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 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan previously entered into by the reporting person on June 1, 2022. F2 · balance_after: Includes 32,980 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 24, 2022 Filed Apr 6, 2022 17:23 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 383 | $61.23 | $23,449.18 |
DisclosureSEC source: 0001534701-22-000093 · wf-form4_164928017944692.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,201 F1 · shares: Transaction represents the withholding of shares by the Issuer to satisfy FICA taxes arising from the reporting person being eligible for normal retirement. The withholding was not reported timely to the Reporting Person due to an inadvertent administrative error. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on August 4, 2020, which was the date on which FICA should have been collected in connection with this restriction lapse. F3 · balance_after: Includes 32,980 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 08, 2022 Filed Feb 10, 2022 17:46 UTC | Phillips 66 PSX · Entity 2915 | GrantEmployee Stock Option (Right to Buy) · Derivative | 47,000 | $0.00 Strike: $89.05 | $0.00 |
DisclosureSEC source: 0001534701-22-000068 · wf-form4_164453317744187.xml · derivative · entry 2 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,000 Underlying: Common Stock · 47,000 shares Expires 2032-02-08 F2 · derivative.exercise_date: The stock options become exercisable in three equal annual installments beginning on February 8, 2023. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:46 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 10,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001534701-22-000068 · wf-form4_164453317744187.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,584 F1 · balance_after: Includes 33,363 Restricted Stock Units (RSUs), including the 10,763 RSUs reported on this Form 4, 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 07, 2022 Filed Feb 9, 2022 17:48 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 2,558 | $88.70 | $226,894.60 |
DisclosureSEC source: 0001534701-22-000052 · wf-form4_164444691774625.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,821 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of Restricted Stock Units (RSUs) granted on February 5, 2019. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 4, 2022. F3 · balance_after: Includes 22,600 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 |
| August 09, 2021 Filed Oct 7, 2021 17:12 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 479 | $73.25 | $35,084.36 |
DisclosureSEC source: 0001534701-21-000175 · wf-form4_163364115394503.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,379 F1 · date: Transaction represents the withholding of shares by the Issuer to satisfy FICA taxes arising from the reporting person being eligible for normal retirement. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on August 9, 2021. F3 · balance_after: Includes 29,012 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 09, 2021 Filed Feb 11, 2021 17:38 UTC | Phillips 66 PSX · Entity 2915 | GrantEmployee Stock Option (Right to Buy) · Derivative | 67,100 | $0.00 Strike: $74.70 | $0.00 |
DisclosureSEC source: 0001534701-21-000060 · wf-form4_161308310252212.xml · derivative · entry 2 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,100 Underlying: Common Stock · 67,100 shares Expires 2031-02-09 F2 · derivative.exercise_date: The stock options become exercisable in three equal annual installments beginning on February 9, 2022. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 17:38 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 12,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001534701-21-000060 · wf-form4_161308310252212.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,858 F1 · balance_after: Includes 29,491 Restricted Stock Units (RSUs), including the 12,830 RSUs reported on this Form 4, 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 06, 2021 Filed Feb 9, 2021 18:59 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 2,481 | $72.43 | $179,698.83 |
DisclosureSEC source: 0001534701-21-000049 · wf-form4_161291514291809.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,028 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units (RSUs) granted on February 6, 2018. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 5, 2021. F3 · balance_after: Includes 16,661 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 07, 2020 Filed Feb 11, 2020 11:44 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 2,614 | $89.88 | $234,933.25 |
DisclosureSEC source: 0001534701-20-000066 · wf-form4_158143947158882.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,509 F1 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 7, 2020. F2 · balance_after: Includes 22,864 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis. RSUs vest on the third anniversary of the date of grant. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 17:12 UTC | Phillips 66 PSX · Entity 2915 | GrantEmployee Stock Option (Right to Buy) · Derivative | 48,500 | $0.00 Strike: $89.57 | $0.00 |
DisclosureSEC source: 0001534701-20-000050 · wf-form4_158102714229814.xml · derivative · entry 2 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,500 Underlying: Common Stock · 48,500 shares Expires 2030-02-04 F3 · 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 17:12 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 10,249 | $89.57 | $918,002.93 |
DisclosureSEC source: 0001534701-20-000050 · wf-form4_158102714229814.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,123 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 29,481 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 05, 2019 Filed Feb 7, 2019 16:43 UTC | Phillips 66 PSX · Entity 2915 | GrantEmployee Stock Option (Right to Buy) · Derivative | 31,500 | $0.00 Strike: $94.97 | $0.00 |
DisclosureSEC source: 0001534701-19-000053 · wf-form4_154957577553110.xml · derivative · entry 2 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,500 Underlying: Common Stock · 31,500 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 16:43 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 6,412 | $94.97 | $608,931.61 |
DisclosureSEC source: 0001534701-19-000053 · wf-form4_154957577553110.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,874 F1 · balance_after: Includes 19,232 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 16:24 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 2,398 | $94.68 | $227,042.64 |
DisclosureSEC source: 0001534701-19-000035 · wf-form4_154940188158726.xml · nonDerivative · entry 1 Roberts Timothy D. · CIK 0001522542 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,462 F1 · balance_after: Includes 12,820 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.