| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| RTX Corp | Director | Phantom Stock Unit | 26,889 | $3,425,977 | $127.41 | 01 May 2025 | Direct |
| Phillips 66 | Director | Common Stock | 22,835 | $2,712,291 | $118.78 | 15 Jan 2025 | Direct |
| BANK OF AMERICA CORP /DE/ | Director | Phantom Stock | 77,600 | 22 Apr 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| RTX | RTX Corp | 01 May 2025 | 1 | +$345,000 | 4 | Director | 05 May 2025, 17:17 |
| BAC | BANK OF AMERICA CORP /DE/ | 22 Apr 2025 | 1 | $0 | 4 | Director | 24 Apr 2025, 17:41 |
| PSX | Phillips 66 | 15 Jan 2025 | 1 | +$200,020 | 4 | Director | 17 Jan 2025, 17:54 |
| RTX | RTX Corp | 02 May 2024 | 1 | +$325,000 | 4 | Director | 06 May 2024, 17:06 |
| BAC | BANK OF AMERICA CORP /DE/ | 24 Apr 2024 | 1 | $0 | 4 | Director | 26 Apr 2024, 17:39 |
| PSX | Phillips 66 | 16 Jan 2024 | 1 | +$200,116 | 4 | Director | 18 Jan 2024, 20:07 |
| RTX | RAYTHEON TECHNOLOGIES CORP | 02 May 2023 | 1 | +$325,000 | 4 | Director | 04 May 2023, 17:06 |
| BAC | BANK OF AMERICA CORP /DE/ | 25 Apr 2023 | 1 | $0 | 4 | Director | 27 Apr 2023, 17:10 |
| PSX | Phillips 66 | 17 Jan 2023 | 1 | +$200,008 | 4 | Director | 19 Jan 2023, 17:21 |
| BAC | BANK OF AMERICA CORP /DE/ | 26 Apr 2022 | 1 | $0 | 4 | Director | 28 Apr 2022, 16:45 |
| RTX | RAYTHEON TECHNOLOGIES CORP | 25 Apr 2022 | 1 | +$340,000 | 4 | Director | 27 Apr 2022, 17:05 |
| PSX | Phillips 66 | 14 Jan 2022 | 1 | +$200,010 | 4 | Director | 19 Jan 2022, 16:01 |