Every SEC Form 3/4/5 on record for this filer (CIK 1663211) — 3 issuers, 54 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 |
|---|---|---|---|---|---|
| PSX | Phillips 66 | Exec. VP and CFO | 2016-01-11 → 2026-05-12 | 35 | −$29M |
| DCP | DCP Midstream, LP | Director · lapsed | 2022-08-26 → 2023-06-16 | 2 | — |
| PSXP | PHILLIPS 66 PARTNERS LP | VP, Chief Financial Officer · Director · lapsed | 2016-01-11 → 2022-03-09 | 4 | $486,697 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| PSX | 2026-05-11 | Sell | 600 | $171.56 | $102,936 | 97,376 |
| PSX | 2026-05-08 | Sell | 29,400 | $170.01 | $5M | 97,376 |
| PSX | 2026-03-30 | Sell | 15,629 | $190.07 | $3M | 97,376 |
| PSX | 2026-03-05 | Sell | 16,856 | $168.22 | $3M | 97,376 |
| PSX | 2026-03-04 | Sell | 4,944 | $165.03 | $815,908 | 97,376 |
1 of 3 issuers are covered and open a security page; the rest are on file here only.