Every SEC Form 3/4/5 on record for this filer (CIK 1503107) — 4 issuers, 69 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| AMGN | AMGEN INC | Director | 2016-05-05 → 2026-05-21 | 11 | — |
| XOM | EXXON MOBIL CORP | Director | 2025-11-03 → 2026-01-05 | 3 | — |
| PSX | Phillips 66 | Executive Chairman · Director · lapsed | 2016-02-04 → 2024-02-12 | 34 | −$76M |
| PSXP | PHILLIPS 66 PARTNERS LP | Chairman and CEO · Director · lapsed | 2022-03-09 → 2022-03-09 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| PSX | 2023-08-07 | Sell | 169,400 | $111.44 | $19M | 662,366 |
3 of 4 issuers are covered and open a security page; the rest are on file here only.