Key facts
- This page summarizes Greg C. Garland's Form 4 filing for Phillips 66 (PSX).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 09 Aug 2023, 19:45.
Greg C. Garland - 07 Aug 2023 Form 4 Insider Report for Phillips 66 (PSX)
- Reporting relationship
- Executive Chairman, Director
- Issuer ticker
- PSX
- Reported as of
- 07 Aug 2023
- Net transaction value
- -$5,559,115
- SEC form
- 4
- Accepted by SEC
- 09 Aug 2023, 19:45:21 UTC
- Prior SEC filing
- 23 May 2023
- Next SEC filing
- 05 Dec 2023
- Source filing
- View source filing
- Reporting owner signature
- Jenarae N. Garland, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Greg C. Garland filed Form 4 for Phillips 66 (PSX) on 09 Aug 2023.
Change
- Previous filing in this sequence was filed on 23 May 2023.
- Current net transaction value: -$5,559,115.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
PSX
transaction
Common Stock
Options Exercise
- Transaction value
- $13,318,228
- Shares
- +169,400
- Change %
- +26%
- Price
- $78.62
- Shares after
- 831,766
- Date
- 07 Aug 2023
- Ownership
- Direct
- Footnotes
- F1
PSX
transaction
Common Stock
Sale
- Transaction value
- $18,877,343
- Shares
- -169,400
- Change %
- -20%
- Price
- $111.44
- Shares after
- 662,366
- Date
- 07 Aug 2023
- Ownership
- Direct
- Footnotes
- F1, F2
PSX
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 500
- Date
- 07 Aug 2023
- Ownership
- Executor of father's estate
PSX
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 21,021
- Date
- 07 Aug 2023
- Ownership
- By Phillips 66 Savings Plan
- Footnotes
- F3
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
PSX
transaction
Derivative
Employee Stock Option (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -169,400
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 07 Aug 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 169,400
- Exercise price
- $78.62
- Footnotes
- F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
Includes 86,169 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis.
Footnote F2
The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.04 to $112.39. The reporting person hereby undertakes to provide upon request of 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.
Footnote F3
Based on a recent 401(k) plan statement. Includes shares acquired through on-going acquisitions under 401(k) plan and/or routine dividend transactions that are exempt under rule 16a-11.
Footnote F4
The options became exercisable in three equal annual installments beginning on February 2, 2017.