Filing Details
- Accession Number:
- 0001534701-24-000115
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-05-20 17:26:19
- Reporting Period:
- 2024-05-16
- Accepted Time:
- 2024-05-20 17:26:19
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1534701 | Phillips 66 | PSX | () | 4 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1522542 | D. Timothy Roberts | 2331 Citywest Blvd. Houston TX 77042 | Executive Vice President | No | Yes | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Acquisiton | 2024-05-16 | 22,367 | $74.70 | 58,107 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2024-05-16 | 15,667 | $89.05 | 73,774 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2024-05-16 | 12,333 | $100.44 | 86,107 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2024-05-16 | 37,742 | $145.80 | 48,365 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | M | Direct | |
| No | 4 | M | Direct | |
| No | 4 | M | Direct | |
| No | 4 | S | Direct |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Common Stock | Employee Stock Option (Right to Buy) | Disposition | 2024-05-16 | 22,367 | $0.00 | 22,367 | $74.70 |
| Common Stock | Employee Stock Option (Right to Buy) | Disposition | 2024-05-16 | 15,667 | $0.00 | 15,667 | $89.05 |
| Common Stock | Employee Stock Option (Right to Buy) | Disposition | 2024-05-16 | 12,333 | $0.00 | 12,333 | $100.44 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 0 | 2031-02-09 | No | 4 | M | Direct | |
| 15,667 | 2032-02-08 | No | 4 | M | Direct | |
| 24,667 | 2033-02-07 | No | 4 | M | Direct |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Common Stock | 47,187 | Indirect | By Family Trust |
Footnotes
- Includes 27,959 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis.
- 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.
- The options became exercisable in three equal annual installments beginning on February 9, 2022.
- The options became exercisable in three equal annual installments beginning on February 8, 2023.
- The options became exercisable in three equal annual installments beginning on February 7, 2024.
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