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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Aug-24 5:43 PM View:  | Amgen Inc. (AMGN) | 09-Aug-24 | Grant | 132 | -- | -- | 1% 10.9K to 11.04K | |
| 04-Jun-24 7:28 PM View: | Amgen Inc. (AMGN) | 31-May-24 | Grant | 719 | -- | -- | 7% 10.12K to 10.83K | |
| 08-May-24 7:57 PM View: | Amgen Inc. (AMGN) | 07-May-24 | Grant | 142 | -- | -- | 1% 9.97K to 10.12K | |
| 18-Jan-24 8:09 PM View: | Phillips 66 (PSX) | 16-Jan-24 | Grant | 1,524 | $131.31 | $200,116.00 | 12% 12.7K to 14.22K | |
| 07-Nov-23 8:09 PM View: | Amgen Inc. (AMGN) | 03-Nov-23 | Grant | 296 | -- | -- | 3% 9.54K to 9.84K | |
| 10-Aug-23 8:57 PM View: | Amgen Inc. (AMGN) | 08-Aug-23 | Grant | 153 | -- | -- | 2% 9.24K to 9.39K | |
| 23-May-23 7:22 PM View: | Amgen Inc. (AMGN) | 19-May-23 | Grant | 939 | -- | -- | 11% 8.3K to 9.24K | |
| 19-Jan-23 6:23 PM View: | Phillips 66 (PSX) | 17-Jan-23 | Grant | 1,929 | $103.68 | $200,008.00 | 19% 10.29K to 12.22K | |
| 19-May-22 9:54 PM View: | Amgen Inc. (AMGN) | 17-May-22 | Grant | 855 | -- | -- | 12% 7.06K to 7.91K | |
| 19-Jan-22 5:08 PM View: | Phillips 66 (PSX) | 14-Jan-22 | Grant | 2,284 | $87.57 | $200,010.00 | 30% 7.61K to 9.89K | (4%) |
| 02-Dec-21 5:58 PM View: | Phillips 66 (PSX) | 01-Dec-21 | Grant | 161 | -- | -- | 2% 7.35K to 7.51K | |
| 09-Nov-21 8:15 PM View: | Amgen Inc. (AMGN) | 05-Nov-21 | Grant | 187 | -- | -- | 3% 6.78K to 6.96K | |
| 03-Nov-21 5:16 PM View: | Phillips 66 (PSX) | 01-Nov-21 | Grant | 147 | -- | -- | 2% 7.2K to 7.35K | |
| 05-Oct-21 4:08 PM View: | Phillips 66 (PSX) | 01-Oct-21 | Grant | 158 | -- | -- | 2% 6.96K to 7.12K | |
| 02-Sep-21 5:00 PM View: | Phillips 66 (PSX) | 01-Sep-21 | Grant | 161 | -- | -- | 2% 6.8K to 6.96K | |
| 10-Aug-21 6:56 PM View: | Amgen Inc. (AMGN) | 06-Aug-21 | Grant | 348 | -- | -- | 5% 6.38K to 6.73K | |
| 03-Aug-21 10:00 PM View: | Phillips 66 (PSX) | 02-Aug-21 | Grant | 151 | -- | -- | 2% 6.65K to 6.8K | |
| 06-Jul-21 5:41 PM View: | Phillips 66 (PSX) | 01-Jul-21 | Grant | 130 | -- | -- | 2% 6.52K to 6.65K | |
| 03-Jun-21 6:15 PM View: | Phillips 66 (PSX) | 01-Jun-21 | Grant | 130 | -- | -- | 2% 6.32K to 6.45K | |
| 19-May-21 9:18 PM View: | Amgen Inc. (AMGN) | 18-May-21 | Grant | 837 | -- | -- | 15% 5.52K to 6.35K | |
| 04-May-21 5:43 PM View: | Phillips 66 (PSX) | 03-May-21 | Grant | 136 | -- | -- | 2% 6.18K to 6.32K | |
| 03-May-21 9:38 PM View: | Amgen Inc. (AMGN) | 30-Apr-21 | Grant | 167 | -- | -- | 3% 5.35K to 5.52K | |
| 05-Apr-21 5:42 PM View: | Phillips 66 (PSX) | 01-Apr-21 | Grant | 138 | -- | -- | 2% 6.05K to 6.18K | |
| 03-Mar-21 5:48 PM View: | Phillips 66 (PSX) | 01-Mar-21 | Grant | 133 | $84.93 | $11,295.00 | 2% 5.85K to 5.99K | (3%) |
| 24-Feb-21 5:00 PM View: | Phillips 66 (PSX) | 10-Feb-21 | Market Purchase | 77 | $76.32 | $5,876.52 | 1% 5.78K to 5.85K | 13% |
| 03-Feb-21 5:47 PM View: | Phillips 66 (PSX) | 01-Feb-21 | Grant | 169 | $66.92 | $11,308.60 | 3% 5.61K to 5.78K | 3% |
| 20-Jan-21 5:42 PM View: | Phillips 66 (PSX) | 15-Jan-21 | Grant | 2,771 | $72.19 | $200,045.00 | 98% 2.84K to 5.61K | 4% |
| 05-Jan-21 7:16 PM View: | Phillips 66 (PSX) | 04-Jan-21 | Grant | 161 | $69.93 | $11,257.90 | 6% 2.67K to 2.84K | (< 1%) |
| 07-May-20 8:42 PM View: | Amgen Inc. (AMGN) | 05-May-20 | Grant | 846 | -- | -- | 19% 4.39K to 5.24K | |
| 06-Feb-20 7:04 PM View: | Amgen Inc. (AMGN) | 04-Feb-20 | Grant | 14 | -- | -- | < 1% 4.35K to 4.37K | |
| 17-Jan-20 4:31 PM View: | Phillips 66 (PSX) | 15-Jan-20 | Grant | 1,907 | $104.92 | $200,073.00 | 303% 0.63K to 2.54K | |
| 04-Dec-19 3:23 PM View: | Phillips 66 (PSX) | 02-Dec-19 | Grant | 49 | $115.06 | $5,637.94 | 9% 0.58K to 0.63K | |
| 05-Nov-19 6:41 PM View: | Amgen Inc. (AMGN) | 01-Nov-19 | Grant | 153 | -- | -- | 4% 4.18K to 4.33K | |
| 05-Nov-19 4:09 PM View: | Phillips 66 (PSX) | 01-Nov-19 | Grant | 92 | $118.00 | $10,855.50 | 19% 0.48K to 0.58K | |
| 08-Oct-19 3:39 PM View: | Phillips 66 (PSX) | 04-Oct-19 | Grant | 484 | $100.10 | $48,446.00 | 100% 0 to 0.48K | |
| 06-Aug-19 6:17 PM View: | Amgen Inc. (AMGN) | 02-Aug-19 | Grant | 93 | -- | -- | 2% 4.07K to 4.16K | |
| 07-May-19 6:24 PM View: | Amgen Inc. (AMGN) | 03-May-19 | Grant | 1,228 | -- | -- | 44% 2.81K to 4.04K | |
| 05-Feb-19 7:34 PM View: | Amgen Inc. (AMGN) | 01-Feb-19 | Grant | 106 | -- | -- | 4% 2.7K to 2.8K | |
| 06-Nov-18 6:15 PM View: | Amgen Inc. (AMGN) | 05-Nov-18 | Grant | 93 | -- | -- | 4% 2.59K to 2.69K | |
| 02-Aug-18 6:30 PM View: | Amgen Inc. (AMGN) | 31-Jul-18 | Grant | 89 | -- | -- | 2% 3.76K to 3.85K | |
| 01-May-18 6:44 PM View: | Amgen Inc. (AMGN) | 27-Apr-18 | Grant | 1,228 | -- | -- | 49% 2.52K to 3.75K | |
| 02-Feb-18 10:00 PM View: | Amgen Inc. (AMGN) | 16-May-17 | Gift | 615 | -- | -- | 49% 1.26K to 1.88K | |
| 02-Feb-18 10:00 PM View: | Amgen Inc. (AMGN) | 16-May-17 | Gift | 615 | -- | -- | (33%) 1.88K to 1.26K | |
| 02-Feb-18 10:00 PM View: | Amgen Inc. (AMGN) | 15-May-17 | Gift | 615 | -- | -- | 49% 1.26K to 1.88K | |
| 02-Feb-18 10:00 PM View: | Amgen Inc. (AMGN) | 15-May-17 | Gift | 615 | -- | -- | (33%) 1.88K to 1.26K | |
| 03-May-17 8:32 PM View: | Amgen Inc. (AMGN) | 01-May-17 | Grant | 1,230 | -- | -- | 4100% 30 to 1.26K | |
| 01-Feb-16 6:58 PM View: | Wal-Mart Stores Inc. (WMT) | 31-Jan-16 | Payment of Exercise | 4,658 | $66.36 | $309,105.00 | (2%) 278.42K to 273.76K | (108%) |
| 01-Feb-16 6:58 PM View: | Wal-Mart Stores Inc. (WMT) | 28-Jan-16 | Payment of Exercise | 864 | $63.95 | $55,252.80 | (< 1%) 279.29K to 278.42K | (115%) |
| 03-Apr-15 5:13 PM View: | Wal-Mart Stores Inc. (WMT) | 01-Apr-15 | Payment of Exercise | 12,550 | $82.25 | $1,032,240.00 | (4%) 291.65K to 279.1K | (71%) |
| 01-Apr-15 6:06 PM View: | Wal-Mart Stores Inc. (WMT) | 30-Mar-15 | Disposition | 336 | $81.35 | $27,333.60 | (< 1%) 291.99K to 291.65K | (73%) |